iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Bought by Oliver Lagore Vanvalin Investment Group

Oliver Lagore Vanvalin Investment Group raised its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 13.9% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 942 shares of the company’s stock after purchasing an additional 115 shares during the quarter. Oliver Lagore Vanvalin Investment Group’s holdings in iShares MSCI KLD 400 Social ETF were worth $86,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Gould Asset Management LLC CA increased its stake in iShares MSCI KLD 400 Social ETF by 3.1% during the third quarter. Gould Asset Management LLC CA now owns 4,437 shares of the company’s stock worth $361,000 after purchasing an additional 134 shares during the period. Hilltop Holdings Inc. increased its stake in iShares MSCI KLD 400 Social ETF by 0.6% during the second quarter. Hilltop Holdings Inc. now owns 23,769 shares of the company’s stock worth $2,001,000 after purchasing an additional 136 shares during the period. Bartlett & CO. Wealth Management LLC increased its stake in iShares MSCI KLD 400 Social ETF by 2.8% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 5,213 shares of the company’s stock worth $476,000 after purchasing an additional 140 shares during the period. Captrust Financial Advisors increased its stake in iShares MSCI KLD 400 Social ETF by 1.5% during the second quarter. Captrust Financial Advisors now owns 10,192 shares of the company’s stock worth $733,000 after purchasing an additional 151 shares during the period. Finally, ORG Partners LLC increased its stake in iShares MSCI KLD 400 Social ETF by 36.0% during the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after purchasing an additional 173 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA:DSI opened at $95.31 on Friday. The firm has a market capitalization of $4.22 billion, a PE ratio of 28.32 and a beta of 1.02. The firm’s 50-day moving average is $98.16 and its two-hundred day moving average is $91.05. iShares MSCI KLD 400 Social ETF has a 1 year low of $76.12 and a 1 year high of $101.23.

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.