78,354 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Acquired by Williams Financial LLC

Williams Financial LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 2nd quarter, Holdings Channel.com reports. The firm purchased 78,354 shares of the company’s stock, valued at approximately $7,838,000. iShares MSCI KLD 400 Social ETF accounts for approximately 0.1% of Williams Financial LLC’s investment portfolio, making the stock its 25th largest position.

Several other large investors have also recently made changes to their positions in the company. YHB Investment Advisors Inc. purchased a new stake in iShares MSCI KLD 400 Social ETF in the 1st quarter valued at $41,000. McClarren Financial Advisors Inc. grew its holdings in iShares MSCI KLD 400 Social ETF by 0.7% in the 4th quarter. McClarren Financial Advisors Inc. now owns 31,166 shares of the company’s stock valued at $2,838,000 after buying an additional 228 shares in the last quarter. Zevin Asset Management LLC purchased a new stake in iShares MSCI KLD 400 Social ETF in the 4th quarter valued at $222,000. Diversify Advisory Services LLC purchased a new stake in iShares MSCI KLD 400 Social ETF in the 1st quarter valued at $1,795,000. Finally, Sapient Capital LLC purchased a new stake in iShares MSCI KLD 400 Social ETF in the 4th quarter valued at $226,000.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of iShares MSCI KLD 400 Social ETF stock traded up $0.29 during trading hours on Friday, hitting $104.82. The company’s stock had a trading volume of 70,550 shares, compared to its average volume of 112,086. iShares MSCI KLD 400 Social ETF has a twelve month low of $77.47 and a twelve month high of $107.95. The firm has a fifty day moving average of $103.85 and a 200-day moving average of $100.26. The stock has a market cap of $4.63 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.