iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Creative Planning

Creative Planning lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 184,636 shares of the company’s stock after selling 1,039 shares during the quarter. Creative Planning owned about 0.42% of iShares MSCI KLD 400 Social ETF worth $20,087,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. Tempus Wealth Planning LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 4.5% in the 2nd quarter. Tempus Wealth Planning LLC now owns 13,226 shares of the company’s stock worth $1,373,000 after purchasing an additional 567 shares during the period. Diversify Advisory Services LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the first quarter valued at about $1,795,000. Gradient Investments LLC increased its stake in iShares MSCI KLD 400 Social ETF by 1.1% in the second quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock valued at $5,466,000 after acquiring an additional 562 shares during the period. Global Assets Advisory LLC bought a new stake in iShares MSCI KLD 400 Social ETF during the first quarter worth about $3,250,000. Finally, Fifth Third Wealth Advisors LLC grew its stake in iShares MSCI KLD 400 Social ETF by 1,366.1% during the first quarter. Fifth Third Wealth Advisors LLC now owns 51,315 shares of the company’s stock worth $5,173,000 after buying an additional 47,815 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.1 %

Shares of DSI stock opened at $110.32 on Tuesday. The firm’s 50 day moving average is $106.75 and its 200-day moving average is $103.30. iShares MSCI KLD 400 Social ETF has a 1 year low of $77.47 and a 1 year high of $110.97. The firm has a market capitalization of $4.87 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.