iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Captrust Financial Advisors

Captrust Financial Advisors reduced its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 147,644 shares of the company’s stock after selling 2,441 shares during the quarter. Captrust Financial Advisors owned approximately 0.33% of iShares MSCI KLD 400 Social ETF worth $16,062,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in DSI. Simplicity Wealth LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 5.1% during the 2nd quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock valued at $220,000 after acquiring an additional 102 shares during the last quarter. GYL Financial Synergies LLC increased its position in iShares MSCI KLD 400 Social ETF by 3.3% during the second quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock worth $334,000 after purchasing an additional 103 shares during the last quarter. Savvy Advisors Inc. raised its stake in iShares MSCI KLD 400 Social ETF by 3.4% during the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after purchasing an additional 112 shares during the period. Destination Wealth Management boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.3% in the 2nd quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock valued at $961,000 after purchasing an additional 116 shares during the last quarter. Finally, Vicus Capital grew its stake in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the 3rd quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after buying an additional 119 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Up 0.6 %

DSI stock opened at $114.31 on Friday. The company has a market cap of $5.05 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The business has a fifty day simple moving average of $110.64 and a 200-day simple moving average of $106.18. iShares MSCI KLD 400 Social ETF has a 52 week low of $86.50 and a 52 week high of $114.84.

iShares MSCI KLD 400 Social ETF Company 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.