Concord Asset Management LLC VA Acquires 385 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Concord Asset Management LLC VA lifted its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 10.8% in the fourth quarter, HoldingsChannel reports. The fund owned 3,934 shares of the company’s stock after buying an additional 385 shares during the period. Concord Asset Management LLC VA’s holdings in iShares MSCI KLD 400 Social ETF were worth $434,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. US Bancorp DE raised its position in iShares MSCI KLD 400 Social ETF by 121.9% in the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares during the period. Ameritas Advisory Services LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after buying an additional 68,980 shares during the last quarter. Erste Asset Management GmbH purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the third quarter worth about $4,107,000. Sanctuary Advisors LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at about $3,526,000. Finally, Thrivent Financial for Lutherans lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 35.4% in the 3rd quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after acquiring an additional 32,957 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

DSI opened at $112.00 on Friday. The stock’s 50 day simple moving average is $112.87 and its 200 day simple moving average is $109.07. The firm has a market cap of $4.94 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1 year low of $92.70 and a 1 year high of $115.78.

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.