Spire Wealth Management Grows Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Spire Wealth Management grew its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.8% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 22,577 shares of the company’s stock after acquiring an additional 1,235 shares during the period. Spire Wealth Management owned about 0.05% of iShares MSCI KLD 400 Social ETF worth $1,900,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of DSI. Retirement Income Solutions Inc grew its holdings in iShares MSCI KLD 400 Social ETF by 91.9% during the first quarter. Retirement Income Solutions Inc now owns 10,335 shares of the company’s stock valued at $895,000 after purchasing an additional 4,950 shares during the period. Bank of Montreal Can grew its stake in shares of iShares MSCI KLD 400 Social ETF by 1.7% during the 1st quarter. Bank of Montreal Can now owns 46,674 shares of the company’s stock worth $4,104,000 after acquiring an additional 764 shares during the period. Cetera Investment Advisers increased its holdings in iShares MSCI KLD 400 Social ETF by 39.2% in the 1st quarter. Cetera Investment Advisers now owns 19,028 shares of the company’s stock worth $1,648,000 after acquiring an additional 5,361 shares during the last quarter. Equitable Holdings Inc. increased its holdings in iShares MSCI KLD 400 Social ETF by 160.0% in the 1st quarter. Equitable Holdings Inc. now owns 11,869 shares of the company’s stock worth $1,028,000 after acquiring an additional 7,304 shares during the last quarter. Finally, Prudential Financial Inc. raised its stake in iShares MSCI KLD 400 Social ETF by 220.3% in the 1st quarter. Prudential Financial Inc. now owns 11,029 shares of the company’s stock valued at $955,000 after acquiring an additional 7,586 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Up 2.2 %

NYSEARCA DSI opened at $85.36 on Wednesday. The company has a market cap of $3.79 billion, a PE ratio of 20.24 and a beta of 1.02. iShares MSCI KLD 400 Social ETF has a 52 week low of $70.41 and a 52 week high of $87.54. The firm’s 50-day simple moving average is $82.30 and its two-hundred day simple moving average is $82.66.

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.