West Wealth Group LLC Decreases Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

West Wealth Group LLC lowered its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) by 2.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,052 shares of the company’s stock after selling 135 shares during the period. West Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $557,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. US Bancorp DE lifted its stake in iShares MSCI KLD 400 Social ETF by 121.9% in the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after acquiring an additional 214,048 shares during the period. Ameritas Advisory Services LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 56.7% in the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after purchasing an additional 68,980 shares in the last quarter. Erste Asset Management GmbH purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth about $4,107,000. Sanctuary Advisors LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter valued at about $3,526,000. Finally, Thrivent Financial for Lutherans boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 35.4% during the 3rd quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after purchasing an additional 32,957 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.6 %

Shares of DSI stock opened at $114.98 on Monday. The company’s fifty day moving average price is $112.88 and its 200-day moving average price is $108.94. 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 12 month low of $92.70 and a 12 month high of $115.78.

About iShares MSCI KLD 400 Social ETF

(Free Report)

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.

Further Reading

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

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