Wealthspire Advisors LLC Sells 498 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Wealthspire Advisors LLC decreased its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 39,537 shares of the company’s stock after selling 498 shares during the quarter. Wealthspire Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $3,600,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Apollon Wealth Management LLC grew its position in shares of iShares MSCI KLD 400 Social ETF by 46.4% in the fourth quarter. Apollon Wealth Management LLC now owns 14,338 shares of the company’s stock valued at $1,305,000 after purchasing an additional 4,545 shares in the last quarter. Lincoln National Corp grew its holdings in iShares MSCI KLD 400 Social ETF by 24.0% during the 4th quarter. Lincoln National Corp now owns 65,927 shares of the company’s stock valued at $6,003,000 after buying an additional 12,754 shares in the last quarter. Fielder Capital Group LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter valued at about $702,000. Sapient Capital LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the fourth quarter worth about $226,000. Finally, U.S. Capital Wealth Advisors LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 16.2% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 2,925 shares of the company’s stock valued at $266,000 after acquiring an additional 407 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Down 0.1 %

NYSEARCA:DSI traded down $0.13 during mid-day trading on Wednesday, hitting $98.55. 81,082 shares of the stock traded hands, compared to its average volume of 130,505. iShares MSCI KLD 400 Social ETF has a 12-month low of $77.24 and a 12-month high of $101.23. The company has a market cap of $4.35 billion, a PE ratio of 29.01 and a beta of 1.09. The business’s 50-day moving average price is $98.37 and its 200 day moving average price is $92.59.

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.