B. Riley Wealth Advisors Inc. trimmed its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 30.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,171 shares of the company’s stock after selling 2,269 shares during the period. B. Riley Wealth Advisors Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $560,000 at the end of the most recent quarter.
Several other large investors have also bought and sold shares of DSI. US Bancorp DE raised its position in shares of iShares MSCI KLD 400 Social ETF by 121.9% during the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after acquiring an additional 214,048 shares during the last quarter. Williams Financial LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the second quarter worth $7,838,000. Erste Asset Management GmbH bought a new stake in iShares MSCI KLD 400 Social ETF in the third quarter valued at about $4,107,000. Sanctuary Advisors LLC acquired a new position in iShares MSCI KLD 400 Social ETF in the second quarter valued at about $3,526,000. Finally, Thrivent Financial for Lutherans boosted its holdings in iShares MSCI KLD 400 Social ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after buying an additional 32,957 shares during the last quarter.
iShares MSCI KLD 400 Social ETF Trading Down 0.0 %
iShares MSCI KLD 400 Social ETF stock opened at $110.38 on Friday. The firm has a market capitalization of $4.87 billion, a P/E ratio of 29.01 and a beta of 1.09. The business has a 50-day moving average of $112.31 and a 200-day moving average of $107.42. iShares MSCI KLD 400 Social ETF has a 1 year low of $89.14 and a 1 year high of $115.78.
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.
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