iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Acquired by Merit Financial Group LLC

Merit Financial Group LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 47.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,987 shares of the company’s stock after purchasing an additional 1,612 shares during the period. Merit Financial Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $550,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Eastern Bank acquired a new position in iShares MSCI KLD 400 Social ETF during the third quarter worth about $58,000. Mattson Financial Services LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter worth approximately $64,000. Bristlecone Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $68,000. Paladin Wealth LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at approximately $96,000. Finally, Axxcess Wealth Management LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at approximately $202,000.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $115.66 on Friday. The business’s 50 day moving average price is $112.77 and its 200 day moving average price is $108.79. The company has a market cap of $5.11 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a one year low of $92.70 and a one year high of $115.78.

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.