Edmonds Duncan Registered Investment Advisors LLC Sells 200 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Edmonds Duncan Registered Investment Advisors LLC decreased its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) by 3.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,883 shares of the company’s stock after selling 200 shares during the quarter. Edmonds Duncan Registered Investment Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $492,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. Stifel Financial Corp increased its position in shares of iShares MSCI KLD 400 Social ETF by 14.4% during the 3rd quarter. Stifel Financial Corp now owns 33,920 shares of the company’s stock valued at $2,761,000 after purchasing an additional 4,271 shares during the last quarter. Ameriprise Financial Inc. increased its position in shares of iShares MSCI KLD 400 Social ETF by 2.8% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,027,744 shares of the company’s stock valued at $83,698,000 after purchasing an additional 27,766 shares during the last quarter. Sei Investments Co. increased its position in shares of iShares MSCI KLD 400 Social ETF by 0.9% during the 3rd quarter. Sei Investments Co. now owns 357,006 shares of the company’s stock valued at $29,064,000 after purchasing an additional 3,064 shares during the last quarter. Morgan Stanley increased its position in shares of iShares MSCI KLD 400 Social ETF by 1.8% during the 3rd quarter. Morgan Stanley now owns 4,492,710 shares of the company’s stock valued at $365,752,000 after purchasing an additional 81,233 shares during the last quarter. Finally, Financial Gravity Asset Management Inc. increased its position in shares of iShares MSCI KLD 400 Social ETF by 1,287.5% during the 3rd quarter. Financial Gravity Asset Management Inc. now owns 24,073 shares of the company’s stock valued at $1,960,000 after purchasing an additional 22,338 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 0.1 %

Shares of NYSEARCA DSI traded up $0.07 during trading hours on Tuesday, hitting $104.00. 14,125 shares of the company traded hands, compared to its average volume of 114,026. The company’s 50 day moving average price is $100.97 and its 200 day moving average price is $97.35. iShares MSCI KLD 400 Social ETF has a 12 month low of $77.47 and a 12 month high of $105.24. The stock has a market capitalization of $4.59 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

About iShares MSCI KLD 400 Social ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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