iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Purchased by Stratos Wealth Advisors LLC

Stratos Wealth Advisors LLC raised its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 12.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 8,020 shares of the company’s stock after purchasing an additional 917 shares during the period. Stratos Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $730,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DSI. Gould Asset Management LLC CA boosted its position in shares of iShares MSCI KLD 400 Social ETF by 3.1% during the 3rd quarter. Gould Asset Management LLC CA now owns 4,437 shares of the company’s stock valued at $361,000 after acquiring an additional 134 shares during the last quarter. Hilltop Holdings Inc. increased its holdings in iShares MSCI KLD 400 Social ETF by 0.6% in the 2nd quarter. Hilltop Holdings Inc. now owns 23,769 shares of the company’s stock valued at $2,001,000 after purchasing an additional 136 shares during the last quarter. Bartlett & CO. Wealth Management LLC raised its position in iShares MSCI KLD 400 Social ETF by 2.8% in the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 5,213 shares of the company’s stock valued at $476,000 after purchasing an additional 140 shares during the period. Bond & Devick Financial Network Inc. grew its stake in shares of iShares MSCI KLD 400 Social ETF by 1.2% in the third quarter. Bond & Devick Financial Network Inc. now owns 11,607 shares of the company’s stock valued at $945,000 after buying an additional 143 shares in the last quarter. Finally, Captrust Financial Advisors raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.5% in the 2nd quarter. Captrust Financial Advisors now owns 10,192 shares of the company’s stock valued at $733,000 after buying an additional 151 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

NYSEARCA DSI opened at $99.24 on Monday. The company has a market cap of $4.40 billion, a P/E ratio of 20.24 and a beta of 1.02. The stock has a 50-day moving average of $97.61 and a two-hundred day moving average of $90.13. iShares MSCI KLD 400 Social ETF has a 1-year low of $76.12 and a 1-year high of $101.23.

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.