Global Assets Advisory LLC Buys Shares of 32,243 iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Global Assets Advisory LLC bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 32,243 shares of the company’s stock, valued at approximately $3,250,000. Global Assets Advisory LLC owned 0.07% of iShares MSCI KLD 400 Social ETF as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Scarborough Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter worth $47,000. ORG Partners LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 36.0% during the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after purchasing an additional 173 shares in the last quarter. Sandy Spring Bank grew its stake in shares of iShares MSCI KLD 400 Social ETF by 52.2% during the fourth quarter. Sandy Spring Bank now owns 700 shares of the company’s stock worth $64,000 after purchasing an additional 240 shares in the last quarter. ICA Group Wealth Management LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter worth $67,000. Finally, Oliver Lagore Vanvalin Investment Group grew its stake in shares of iShares MSCI KLD 400 Social ETF by 13.9% during the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock worth $86,000 after purchasing an additional 115 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.7 %

Shares of DSI stock opened at $103.74 on Tuesday. iShares MSCI KLD 400 Social ETF has a 12 month low of $77.47 and a 12 month high of $105.24. The company has a market cap of $4.58 billion, a P/E ratio of 29.01 and a beta of 1.09. The firm has a fifty day moving average price of $100.08 and a 200 day moving average price of $96.81.

iShares MSCI KLD 400 Social ETF Company 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.