Lido Advisors LLC Sells 3,879 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Lido Advisors LLC cut its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 13.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 25,026 shares of the company’s stock after selling 3,879 shares during the period. Lido Advisors LLC owned 0.07% of iShares ESG MSCI KLD 400 ETF worth $3,033,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Bank of New York Mellon Corp grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 57.7% during the 1st quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock worth $152,037,000 after acquiring an additional 459,248 shares during the period. Global Retirement Partners LLC increased its position in iShares ESG MSCI KLD 400 ETF by 19,185.3% during the 4th quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock valued at $28,597,000 after buying an additional 220,823 shares in the last quarter. Natural Investments LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at $12,725,000. Ameritas Advisory Services LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 28,951.0% during the 4th quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after purchasing an additional 97,565 shares in the last quarter. Finally, Northstar Asset Management Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 1,949.0% during the fourth quarter. Northstar Asset Management Inc. now owns 102,389 shares of the company’s stock valued at $13,191,000 after acquiring an additional 97,392 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.0%

Shares of NYSEARCA DSI opened at $137.90 on Friday. The firm has a market cap of $5.16 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a twelve month low of $117.08 and a twelve month high of $144.71. The company has a 50 day moving average of $141.17 and a 200 day moving average of $133.56.

iShares ESG MSCI KLD 400 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.