Spectrum Planning & Advisory Services Inc. Cuts Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Spectrum Planning & Advisory Services Inc. decreased its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 16.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 3,261 shares of the company’s stock after selling 625 shares during the quarter. Spectrum Planning & Advisory Services Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $360,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of DSI. Susquehanna International Group LLP lifted its position in shares of iShares MSCI KLD 400 Social ETF by 39.1% during the 2nd quarter. Susquehanna International Group LLP now owns 39,757 shares of the company’s stock valued at $4,129,000 after buying an additional 11,170 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its position in iShares MSCI KLD 400 Social ETF by 2.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock worth $3,563,000 after acquiring an additional 815 shares during the period. Gateway Wealth Partners LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 11.2% during the second quarter. Gateway Wealth Partners LLC now owns 2,946 shares of the company’s stock valued at $306,000 after purchasing an additional 296 shares in the last quarter. Brown Financial Advisors acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter valued at about $235,000. Finally, Creekside Partners purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the second quarter worth about $2,788,000.

iShares MSCI KLD 400 Social ETF Trading Up 1.1 %

DSI stock opened at $113.18 on Wednesday. iShares MSCI KLD 400 Social ETF has a 12-month low of $92.70 and a 12-month high of $115.78. The business’s 50-day moving average is $112.89 and its 200 day moving average is $109.02. The stock has a market cap of $5.00 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.