Onyx Bridge Wealth Group LLC Has $1.93 Million Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Onyx Bridge Wealth Group LLC grew its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,475 shares of the company’s stock after acquiring an additional 496 shares during the quarter. Onyx Bridge Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,927,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of DSI. Raymond James & Associates lifted its position in iShares MSCI KLD 400 Social ETF by 4.6% in the third quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after purchasing an additional 1,488 shares during the period. Wealth Enhancement Advisory Services LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 8.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after buying an additional 1,415 shares in the last quarter. Merit Financial Group LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 47.8% during the 4th quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock worth $550,000 after acquiring an additional 1,612 shares during the period. Zhang Financial LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at about $767,000. Finally, Stifel Financial Corp increased its stake in iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after acquiring an additional 1,384 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Up 0.4 %

Shares of DSI opened at $111.83 on Thursday. The company has a 50-day moving average price of $112.73 and a two-hundred day moving average price of $109.22. The stock has a market cap of $4.94 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $94.05 and a 12 month high of $115.78.

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.