iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Acquired by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 8.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,941 shares of the company’s stock after purchasing an additional 478 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $646,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of DSI. LPL Financial LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 2.4% in the 2nd quarter. LPL Financial LLC now owns 833,826 shares of the company’s stock valued at $86,593,000 after purchasing an additional 19,310 shares in the last quarter. Syntrinsic LLC lifted its stake in shares of 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 buying an additional 13,372 shares during the period. Commonwealth Equity Services LLC boosted its position in iShares MSCI KLD 400 Social ETF by 6.9% during the second 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 last quarter. Park Avenue Securities LLC grew 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 acquiring an additional 2,639 shares during the period. Finally, US Bancorp DE raised 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 acquiring an additional 1,389 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 0.3 %

Shares of iShares MSCI KLD 400 Social ETF stock opened at $110.41 on Monday. The firm has a market cap of $4.87 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $77.47 and a fifty-two week high of $110.97. The business’s fifty day moving average is $106.55 and its two-hundred day moving average is $103.21.

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.