iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Wealthspire Advisors LLC

Wealthspire Advisors LLC cut its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,717 shares of the company’s stock after selling 1,820 shares during the quarter. Wealthspire Advisors LLC owned approximately 0.09% of iShares MSCI KLD 400 Social ETF worth $3,802,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. CENTRAL TRUST Co boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 101.4% during the first quarter. CENTRAL TRUST Co now owns 290 shares of the company’s stock worth $29,000 after purchasing an additional 146 shares during the last quarter. YHB Investment Advisors Inc. purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the 1st quarter worth about $41,000. Scarborough Advisors LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the fourth quarter worth approximately $47,000. ORG Partners LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 36.0% in the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock valued at $60,000 after purchasing an additional 173 shares during the period. Finally, Sandy Spring Bank increased its position in iShares MSCI KLD 400 Social ETF by 52.2% during the fourth quarter. Sandy Spring Bank now owns 700 shares of the company’s stock worth $64,000 after purchasing an additional 240 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI traded up $0.77 during trading hours on Friday, hitting $107.01. The stock had a trading volume of 455,920 shares, compared to its average volume of 115,481. iShares MSCI KLD 400 Social ETF has a 12-month low of $77.47 and a 12-month high of $107.82. The firm has a market cap of $4.72 billion, a P/E ratio of 29.01 and a beta of 1.09. The company’s fifty day simple moving average is $102.64 and its 200 day simple moving average is $98.23.

iShares MSCI KLD 400 Social 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.