Forbes J M & Co. LLP decreased its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 1.5% during the 4th quarter, HoldingsChannel reports. The firm owned 25,532 shares of the company’s stock after selling 385 shares during the period. Forbes J M & Co. LLP’s holdings in iShares MSCI KLD 400 Social ETF were worth $2,815,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. US Bancorp DE grew its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% in 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 grew its position in iShares MSCI KLD 400 Social ETF by 56.7% in the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after buying an additional 68,980 shares in the last quarter. Rockefeller Capital Management L.P. increased its stake in iShares MSCI KLD 400 Social ETF by 5.6% during the 3rd quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock valued at $17,906,000 after buying an additional 8,791 shares during the period. Gemmer Asset Management LLC raised its position in shares of iShares MSCI KLD 400 Social ETF by 5.3% during the 3rd quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock worth $13,813,000 after buying an additional 6,440 shares in the last quarter. Finally, Thrivent Financial for Lutherans boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 35.4% in the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after acquiring an additional 32,957 shares in the last quarter.
iShares MSCI KLD 400 Social ETF Price Performance
NYSEARCA DSI opened at $111.05 on Friday. iShares MSCI KLD 400 Social ETF has a 12 month low of $94.05 and a 12 month high of $115.78. The firm has a market capitalization of $4.90 billion, a PE ratio of 29.01 and a beta of 1.09. The company’s 50 day simple moving average is $112.66 and its 200 day simple moving average is $109.26.
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.
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