Essential Planning LLC. Has $26.08 Million Stock Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Essential Planning LLC. raised its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 6,218.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 233,601 shares of the company’s stock after purchasing an additional 229,904 shares during the quarter. Essential Planning LLC. owned 0.53% of iShares ESG MSCI KLD 400 ETF worth $26,080,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp boosted its holdings in iShares ESG MSCI KLD 400 ETF by 4.8% during the fourth quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock valued at $112,502,000 after purchasing an additional 47,183 shares in the last quarter. US Bancorp DE boosted its holdings in iShares ESG MSCI KLD 400 ETF by 3.1% during the fourth quarter. US Bancorp DE now owns 401,934 shares of the company’s stock valued at $44,313,000 after purchasing an additional 12,239 shares in the last quarter. Ameritas Advisory Services LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after purchasing an additional 68,980 shares in the last quarter. Raymond James Financial Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $21,001,000. Finally, Rockefeller Capital Management L.P. raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 5.6% in the third quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock valued at $17,906,000 after acquiring an additional 8,791 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 0.9 %

NYSEARCA:DSI opened at $102.30 on Wednesday. iShares ESG MSCI KLD 400 ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The firm has a 50 day moving average of $110.76 and a 200-day moving average of $110.37. The stock has a market capitalization of $4.28 billion, a P/E ratio of 28.09 and a beta of 1.05.

iShares ESG MSCI KLD 400 ETF Company Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.