Private Advisor Group LLC trimmed its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 3.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 129,223 shares of the company’s stock after selling 4,010 shares during the quarter. Private Advisor Group LLC owned 0.29% of iShares MSCI KLD 400 Social ETF worth $14,058,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently made changes to their positions in the business. Tempus Wealth Planning LLC raised its position in iShares MSCI KLD 400 Social ETF by 4.5% during the second quarter. Tempus Wealth Planning LLC now owns 13,226 shares of the company’s stock valued at $1,373,000 after purchasing an additional 567 shares during the period. Diversify Advisory Services LLC purchased a new stake in iShares MSCI KLD 400 Social ETF during the 1st quarter valued at $1,795,000. Gradient Investments LLC lifted its position in iShares MSCI KLD 400 Social ETF by 1.1% in the second quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock worth $5,466,000 after buying an additional 562 shares during the last quarter. Fifth Third Wealth Advisors LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 1,366.1% during the first quarter. Fifth Third Wealth Advisors LLC now owns 51,315 shares of the company’s stock worth $5,173,000 after buying an additional 47,815 shares during the period. Finally, Concourse Financial Group Securities Inc. increased its position in iShares MSCI KLD 400 Social ETF by 6.1% during the second quarter. Concourse Financial Group Securities Inc. now owns 10,767 shares of the company’s stock valued at $1,118,000 after acquiring an additional 620 shares during the last quarter.
iShares MSCI KLD 400 Social ETF Trading Down 0.9 %
iShares MSCI KLD 400 Social ETF stock opened at $109.35 on Thursday. iShares MSCI KLD 400 Social ETF has a 12-month low of $77.47 and a 12-month high of $110.97. The firm has a 50-day moving average price of $107.04 and a 200-day moving average price of $103.42. The firm has a market capitalization of $4.83 billion, a PE ratio of 29.01 and a beta of 1.09.
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.
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