Synergy Asset Management LLC Invests $44,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Synergy Asset Management LLC purchased a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 400 shares of the company’s stock, valued at approximately $44,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Perigon Wealth Management LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 22.8% in the fourth quarter. Perigon Wealth Management LLC now owns 64,807 shares of the company’s stock valued at $7,231,000 after buying an additional 12,051 shares in the last quarter. KFA Private Wealth Group LLC increased its stake in iShares MSCI KLD 400 Social ETF by 8.7% in the 4th quarter. KFA Private Wealth Group LLC now owns 3,968 shares of the company’s stock valued at $437,000 after purchasing an additional 318 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after purchasing an additional 119 shares during the last quarter. KBC Group NV raised its holdings in iShares MSCI KLD 400 Social ETF by 41.3% during the fourth quarter. KBC Group NV now owns 4,513 shares of the company’s stock worth $498,000 after purchasing an additional 1,319 shares during the last quarter. Finally, PFG Investments LLC boosted its position in iShares MSCI KLD 400 Social ETF by 0.9% during the fourth quarter. PFG Investments LLC now owns 92,668 shares of the company’s stock worth $10,217,000 after purchasing an additional 828 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.6 %

Shares of DSI stock opened at $112.00 on Friday. The stock has a market cap of $4.94 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $92.70 and a fifty-two week high of $115.78. The business has a fifty day simple moving average of $112.87 and a 200-day simple moving average of $109.07.

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.