Modera Wealth Management LLC Purchases New Shares in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Modera Wealth Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 17,286 shares of the company’s stock, valued at approximately $1,906,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Adirondack Trust Co. grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after buying an additional 90 shares during the last quarter. Savvy Advisors Inc. boosted its holdings in iShares ESG MSCI KLD 400 ETF by 3.4% during the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after acquiring an additional 112 shares during the period. Sax Wealth Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock valued at $401,000 after acquiring an additional 115 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 0.7% in the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after purchasing an additional 119 shares during the period. Finally, West Financial Advisors LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 2.7% during the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock worth $552,000 after purchasing an additional 131 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 2.0 %

Shares of DSI opened at $106.92 on Tuesday. The firm has a fifty day moving average price of $111.62 and a 200-day moving average price of $110.40. The firm has a market capitalization of $4.47 billion, a P/E ratio of 28.09 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month high of $115.78.

iShares ESG MSCI KLD 400 ETF 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.