iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC lowered its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 9.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,669 shares of the company’s stock after selling 277 shares during the quarter. Gateway Wealth Partners LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $290,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. Forbes J M & Co. LLP lifted its holdings in iShares MSCI KLD 400 Social ETF by 11.5% in the third quarter. Forbes J M & Co. LLP now owns 25,917 shares of the company’s stock worth $2,820,000 after purchasing an additional 2,669 shares during the period. Gemmer Asset Management LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 5.3% in the 3rd quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock valued at $13,813,000 after acquiring an additional 6,440 shares during the last quarter. Carret Asset Management LLC acquired a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at about $1,100,000. Bristlecone Advisors LLC acquired a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at about $68,000. Finally, Consolidated Portfolio Review Corp lifted its holdings in iShares MSCI KLD 400 Social ETF by 3.2% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 8,248 shares of the company’s stock valued at $897,000 after acquiring an additional 259 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 0.2 %

Shares of NYSEARCA DSI opened at $110.29 on Wednesday. iShares MSCI KLD 400 Social ETF has a twelve month low of $77.99 and a twelve month high of $110.97. The company has a market capitalization of $4.87 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The firm has a 50-day moving average of $107.33 and a two-hundred day moving average of $103.68.

About iShares MSCI KLD 400 Social ETF

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.