Kovitz Investment Group Partners LLC Acquires 1,711 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Kovitz Investment Group Partners LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 3.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 46,808 shares of the company’s stock after acquiring an additional 1,711 shares during the period. Kovitz Investment Group Partners LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $5,092,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC lifted its position in iShares MSCI KLD 400 Social ETF by 100.0% during the second quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after purchasing an additional 123 shares during the last quarter. Larson Financial Group LLC bought a new position in iShares MSCI KLD 400 Social ETF in the second quarter valued at $28,000. MFA Wealth Advisors LLC purchased a new stake in iShares MSCI KLD 400 Social ETF during the second quarter valued at about $48,000. ORG Partners LLC bought a new stake in iShares MSCI KLD 400 Social ETF during the second quarter worth about $55,000. Finally, Eastern Bank purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth about $58,000.

iShares MSCI KLD 400 Social ETF Trading Up 0.1 %

Shares of iShares MSCI KLD 400 Social ETF stock opened at $115.36 on Monday. The firm has a market capitalization of $5.09 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $87.06 and a 12 month high of $115.78. The business’s 50-day moving average price is $111.32 and its 200-day moving average price is $106.71.

iShares MSCI KLD 400 Social ETF 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.