Kestra Private Wealth Services LLC Has $2.48 Million Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Kestra Private Wealth Services LLC reduced its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 6.0% in the 4th quarter, Holdings Channel reports. The firm owned 27,242 shares of the company’s stock after selling 1,731 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $2,480,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DSI. Oliver Lagore Vanvalin Investment Group lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 13.9% in the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock worth $86,000 after acquiring an additional 115 shares during the period. Transcend Capital Advisors LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 6.9% in the 4th quarter. Transcend Capital Advisors LLC now owns 2,652 shares of the company’s stock valued at $241,000 after purchasing an additional 171 shares during the last quarter. ORG Partners LLC raised 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 buying an additional 173 shares during the last quarter. CX Institutional lifted its holdings in iShares MSCI KLD 400 Social ETF by 0.5% in the fourth quarter. CX Institutional now owns 35,636 shares of the company’s stock valued at $3,245,000 after buying an additional 179 shares during the period. Finally, Rise Advisors LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 16.9% during the 4th quarter. Rise Advisors LLC now owns 1,310 shares of the company’s stock worth $119,000 after acquiring an additional 189 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Down 0.7 %

DSI stock opened at $95.54 on Thursday. The firm has a market cap of $4.23 billion, a PE ratio of 28.32 and a beta of 1.02. The stock has a 50-day moving average price of $98.28 and a 200-day moving average price of $92.02. iShares MSCI KLD 400 Social ETF has a 1-year low of $76.24 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.