Patriot Financial Group Insurance Agency LLC Sells 7,896 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Patriot Financial Group Insurance Agency LLC lowered its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 64.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,271 shares of the company’s stock after selling 7,896 shares during the period. Patriot Financial Group Insurance Agency LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $471,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of DSI. Adirondack Trust Co. raised its holdings in iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after buying an additional 90 shares during the last quarter. Savvy Advisors Inc. raised its holdings in iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after buying an additional 112 shares during the last quarter. Sax Wealth Advisors LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 3.3% in the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after buying an additional 115 shares during the last quarter. Vicus Capital raised its holdings in iShares MSCI KLD 400 Social ETF by 0.7% in the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after buying an additional 119 shares during the last quarter. Finally, Revolve Wealth Partners LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after purchasing an additional 119 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.8 %

DSI opened at $112.31 on Thursday. The firm has a 50 day moving average price of $112.89 and a 200-day moving average price of $109.02. iShares MSCI KLD 400 Social ETF has a twelve month low of $92.70 and a twelve month high of $115.78. The stock has a market capitalization of $4.96 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Company 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.