Allworth Financial LP Grows Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Allworth Financial LP grew its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,801 shares of the company’s stock after buying an additional 299 shares during the quarter. Allworth Financial LP owned approximately 0.06% of iShares MSCI KLD 400 Social ETF worth $2,856,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in DSI. US Bancorp DE lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% during the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after buying an additional 214,048 shares in the last quarter. Ameritas Advisory Services LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after acquiring an additional 68,980 shares in the last quarter. Erste Asset Management GmbH bought a new position in shares of iShares MSCI KLD 400 Social ETF in the third quarter worth about $4,107,000. Thrivent Financial for Lutherans grew its position in shares of iShares MSCI KLD 400 Social ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after purchasing an additional 32,957 shares in the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors bought a new stake in iShares MSCI KLD 400 Social ETF during the 4th quarter valued at approximately $2,543,000.

iShares MSCI KLD 400 Social ETF Trading Down 0.0 %

NYSEARCA DSI opened at $112.20 on Tuesday. iShares MSCI KLD 400 Social ETF has a 12 month low of $94.05 and a 12 month high of $115.78. The stock has a market cap of $4.95 billion, a PE ratio of 29.01 and a beta of 1.09. The stock’s 50 day moving average is $112.26 and its 200 day moving average is $109.65.

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.