iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Private Ocean LLC

Private Ocean LLC reduced its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,160 shares of the company’s stock after selling 140 shares during the quarter. Private Ocean LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $319,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Ridgecrest Wealth Partners LLC acquired a new position in iShares MSCI KLD 400 Social ETF in the 1st quarter valued at about $206,000. Kathmere Capital Management LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the first quarter worth about $692,000. Fifth Third Wealth Advisors LLC grew its position in shares of 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 in the last quarter. Wealthcare Advisory Partners LLC grew its position in shares of iShares MSCI KLD 400 Social ETF by 3.2% during the first quarter. Wealthcare Advisory Partners LLC now owns 46,524 shares of the company’s stock worth $4,690,000 after buying an additional 1,456 shares in the last quarter. Finally, Revolve Wealth Partners LLC grew its position in shares of iShares MSCI KLD 400 Social ETF by 5.6% during the first quarter. Revolve Wealth Partners LLC now owns 14,290 shares of the company’s stock worth $1,441,000 after buying an additional 759 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $103.85 on Friday. iShares MSCI KLD 400 Social ETF has a one year low of $77.47 and a one year high of $105.24. The company has a market cap of $4.58 billion, a PE ratio of 29.01 and a beta of 1.09. The business has a 50-day simple moving average of $100.80 and a 200-day simple moving average of $97.20.

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.