LPL Financial LLC Has $11.70 Million Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

LPL Financial LLC trimmed its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 91,409 shares of the company’s stock after selling 929 shares during the quarter. LPL Financial LLC owned approximately 0.52% of iShares MSCI KLD 400 Social ETF worth $11,696,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in DSI. Kistler Tiffany Companies LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 311.1% in the 3rd quarter. Kistler Tiffany Companies LLC now owns 259 shares of the company’s stock worth $33,000 after purchasing an additional 196 shares during the last quarter. FMR LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 405.1% in the 1st quarter. FMR LLC now owns 596 shares of the company’s stock worth $62,000 after purchasing an additional 478 shares during the last quarter. Aptus Capital Advisors LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 216.4% in the 2nd quarter. Aptus Capital Advisors LLC now owns 1,022 shares of the company’s stock worth $120,000 after purchasing an additional 699 shares during the last quarter. Bristlecone Advisors LLC acquired a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $123,000. Finally, Creative Financial Designs Inc. ADV acquired a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $162,000.

DSI opened at $135.61 on Friday. The business has a 50 day moving average price of $131.75 and a 200 day moving average price of $124.21. iShares MSCI KLD 400 Social ETF has a twelve month low of $82.98 and a twelve month high of $139.39.

iShares MSCI KLD 400 Social ETF 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.

See Also: Golden Cross

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Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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