Elios Financial Group Inc. Acquires Shares of 17,245 iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Elios Financial Group Inc. bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 17,245 shares of the company’s stock, valued at approximately $1,876,000. iShares MSCI KLD 400 Social ETF makes up 0.9% of Elios Financial Group Inc.’s investment portfolio, making the stock its 28th biggest position.

Several other large investors have also modified their holdings of the stock. Simplicity Wealth LLC boosted its holdings in iShares MSCI KLD 400 Social ETF by 5.1% in the second quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock worth $220,000 after purchasing an additional 102 shares during the period. GYL Financial Synergies LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.3% in the 2nd quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock valued at $334,000 after buying an additional 103 shares during the period. Savvy Advisors Inc. grew its position in shares of iShares MSCI KLD 400 Social ETF by 3.4% during the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after buying an additional 112 shares during the last quarter. Destination Wealth Management raised its stake in iShares MSCI KLD 400 Social ETF by 1.3% during the second quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock worth $961,000 after acquiring an additional 116 shares during the period. Finally, Vicus Capital lifted its holdings in iShares MSCI KLD 400 Social ETF by 0.7% in the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after acquiring an additional 119 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 0.1 %

Shares of DSI stock opened at $113.70 on Tuesday. The company has a market cap of $5.02 billion, a P/E ratio of 29.01 and a beta of 1.09. The business has a 50 day moving average of $110.11 and a two-hundred day moving average of $105.82. iShares MSCI KLD 400 Social ETF has a 52 week low of $86.42 and a 52 week high of $114.84.

About iShares MSCI KLD 400 Social ETF

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.