Gradient Investments LLC Has $5.74 Million Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Gradient Investments LLC grew its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 52,044 shares of the company’s stock after purchasing an additional 205 shares during the quarter. Gradient Investments LLC owned about 0.12% of iShares MSCI KLD 400 Social ETF worth $5,738,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Raymond James & Associates raised its position in iShares MSCI KLD 400 Social ETF by 4.6% in the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after purchasing an additional 1,488 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 8.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after acquiring an additional 1,415 shares during the period. Zhang Financial LLC bought a new position in iShares MSCI KLD 400 Social ETF in the third quarter valued at about $767,000. Stifel Financial Corp increased its position in iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock worth $4,540,000 after purchasing an additional 1,384 shares during the period. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in iShares MSCI KLD 400 Social ETF by 2.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock worth $3,563,000 after purchasing an additional 815 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI stock opened at $114.98 on Friday. The firm’s 50 day moving average price is $112.88 and its two-hundred day moving average price is $108.92. The stock has a market cap of $5.08 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 52-week low of $92.70 and a 52-week high of $115.78.

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.