iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Purchased by Litman Gregory Wealth Management LLC

Litman Gregory Wealth Management LLC grew its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 3.6% during the fourth quarter, Holdings Channel reports. The firm owned 44,813 shares of the company’s stock after acquiring an additional 1,544 shares during the quarter. Litman Gregory Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $4,080,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in DSI. Envestnet Portfolio Solutions Inc. acquired a new position in iShares MSCI KLD 400 Social ETF during the third quarter worth $53,438,000. Cerity Partners LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 1,167.3% during the fourth quarter. Cerity Partners LLC now owns 270,792 shares of the company’s stock worth $24,656,000 after purchasing an additional 249,424 shares in the last quarter. Bank of New York Mellon Corp lifted its stake in iShares MSCI KLD 400 Social ETF by 26.9% during the third quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock worth $90,476,000 after purchasing an additional 235,262 shares in the last quarter. LPL Financial LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 16.4% during the third quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock worth $56,395,000 after purchasing an additional 97,429 shares in the last quarter. Finally, SageView Advisory Group LLC acquired a new position in iShares MSCI KLD 400 Social ETF during the fourth quarter worth $6,238,000.

iShares MSCI KLD 400 Social ETF Stock Down 1.1 %

NYSEARCA:DSI traded down $1.04 during trading hours on Friday, reaching $94.27. 84,823 shares of the stock were exchanged, compared to its average volume of 137,116. The business has a 50-day moving average of $98.12 and a two-hundred day moving average of $91.14. iShares MSCI KLD 400 Social ETF has a twelve month low of $76.12 and a twelve month high of $101.23. The company has a market capitalization of $4.18 billion, a price-to-earnings ratio of 28.32 and a beta of 1.02.

About iShares MSCI KLD 400 Social ETF

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.