C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Takes $2.54 Million Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 23,069 shares of the company’s stock, valued at approximately $2,543,000.

A number of other institutional investors and hedge funds have also made changes to their positions in DSI. US Bancorp DE raised its holdings in iShares MSCI KLD 400 Social ETF by 121.9% during the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares in the last quarter. Ameritas Advisory Services LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after purchasing an additional 68,980 shares in the last quarter. Erste Asset Management GmbH purchased a new position in iShares MSCI KLD 400 Social ETF during the third quarter worth about $4,107,000. Thrivent Financial for Lutherans raised 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 purchasing an additional 32,957 shares in the last quarter. Finally, Stanich Group LLC purchased a new position in iShares MSCI KLD 400 Social ETF during the fourth quarter worth about $2,609,000.

iShares MSCI KLD 400 Social ETF Stock Up 0.5 %

NYSEARCA DSI opened at $112.81 on Wednesday. The stock has a market capitalization of $4.98 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 52-week low of $94.05 and a 52-week high of $115.78. The firm has a 50-day moving average price of $112.21 and a 200 day moving average price of $109.72.

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.