Golden State Equity Partners Raises Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Golden State Equity Partners increased its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,849 shares of the company’s stock after acquiring an additional 135 shares during the quarter. Golden State Equity Partners’ holdings in iShares MSCI KLD 400 Social ETF were worth $528,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Tempus Wealth Planning LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 4.5% in the 2nd quarter. Tempus Wealth Planning LLC now owns 13,226 shares of the company’s stock worth $1,373,000 after acquiring an additional 567 shares in the last quarter. Diversify Advisory Services LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the 1st quarter worth $1,795,000. Gradient Investments LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 1.1% during the 2nd quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock worth $5,466,000 after purchasing an additional 562 shares during the last quarter. Concourse Financial Group Securities Inc. boosted its stake in iShares MSCI KLD 400 Social ETF by 6.1% during the 2nd quarter. Concourse Financial Group Securities Inc. now owns 10,767 shares of the company’s stock worth $1,118,000 after purchasing an additional 620 shares during the last quarter. Finally, Zhang Financial LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter worth $767,000.

iShares MSCI KLD 400 Social ETF Stock Down 0.1 %

Shares of DSI opened at $110.23 on Thursday. iShares MSCI KLD 400 Social ETF has a 52-week low of $78.33 and a 52-week high of $110.97. The firm’s fifty day moving average is $107.49 and its two-hundred day moving average is $103.81. The stock has a market cap of $4.87 billion, a PE ratio of 29.01 and a beta of 1.09.

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.