Sigma Planning Corp Lowers Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Sigma Planning Corp cut its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 28.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,997 shares of the company’s stock after selling 2,836 shares during the quarter. Sigma Planning Corp’s holdings in iShares MSCI KLD 400 Social ETF were worth $637,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the stock. Oliver Lagore Vanvalin Investment Group grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.9% during the 4th quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock valued at $86,000 after purchasing an additional 115 shares during the last quarter. Gould Asset Management LLC CA grew its holdings in iShares MSCI KLD 400 Social ETF by 3.1% in the 3rd quarter. Gould Asset Management LLC CA now owns 4,437 shares of the company’s stock worth $361,000 after acquiring an additional 134 shares during the last quarter. ORG Partners LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 36.0% in the 4th quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after acquiring an additional 173 shares during the last quarter. CX Institutional grew its holdings in iShares MSCI KLD 400 Social ETF by 0.5% in the 4th quarter. CX Institutional now owns 35,636 shares of the company’s stock worth $3,245,000 after acquiring an additional 179 shares during the last quarter. Finally, Rise Advisors LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 16.9% in 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 last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 0.2 %

Shares of iShares MSCI KLD 400 Social ETF stock opened at $96.54 on Thursday. The firm has a market cap of $4.28 billion, a PE ratio of 28.32 and a beta of 1.02. iShares MSCI KLD 400 Social ETF has a 12-month low of $76.12 and a 12-month high of $101.23. The company’s fifty day simple moving average is $98.15 and its two-hundred day simple moving average is $91.52.

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.