Long Run Wealth Advisors LLC Cuts Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Long Run Wealth Advisors LLC lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,310 shares of the company’s stock after selling 554 shares during the period. Long Run Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,026,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Financial Life Planners purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the 4th quarter worth approximately $38,000. Synergy Asset Management LLC purchased a new stake in iShares MSCI KLD 400 Social ETF during the 4th quarter worth approximately $44,000. Eastern Bank purchased a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $58,000. Bristlecone Advisors LLC purchased a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $68,000. Finally, Adirondack Trust Co. grew its position in iShares MSCI KLD 400 Social ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after purchasing an additional 90 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 0.4 %

NYSEARCA:DSI opened at $111.83 on Thursday. The company has a market cap of $4.94 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a twelve month low of $94.05 and a twelve month high of $115.78. The company’s 50 day moving average is $112.73 and its two-hundred day moving average is $109.22.

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.