Trilogy Capital Inc. Takes $224,000 Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Trilogy Capital Inc. acquired a new position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,056 shares of the company’s stock, valued at approximately $224,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. LPL Financial LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 2.4% during the 2nd quarter. LPL Financial LLC now owns 833,826 shares of the company’s stock valued at $86,593,000 after buying an additional 19,310 shares in the last quarter. Syntrinsic LLC grew its stake in iShares MSCI KLD 400 Social ETF by 1.7% during the second quarter. Syntrinsic LLC now owns 804,959 shares of the company’s stock valued at $83,467,000 after acquiring an additional 13,372 shares in the last quarter. Commonwealth Equity Services LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 6.9% during the 2nd quarter. Commonwealth Equity Services LLC now owns 217,580 shares of the company’s stock worth $22,596,000 after acquiring an additional 13,985 shares during the period. Park Avenue Securities LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 1.3% in the 2nd quarter. Park Avenue Securities LLC now owns 198,196 shares of the company’s stock worth $20,583,000 after purchasing an additional 2,639 shares in the last quarter. Finally, US Bancorp DE boosted its holdings in iShares MSCI KLD 400 Social ETF by 0.8% in the 1st quarter. US Bancorp DE now owns 176,410 shares of the company’s stock valued at $17,784,000 after purchasing an additional 1,389 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI stock opened at $110.32 on Wednesday. The company has a market capitalization of $4.87 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 52-week low of $77.47 and a 52-week high of $110.97. The business’s fifty day moving average is $106.91 and its 200 day moving average is $103.38.

iShares MSCI KLD 400 Social ETF 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.