iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC reduced its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 3.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 5,763 shares of the company’s stock after selling 178 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $635,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of DSI. Finley Financial LLC acquired a new position in iShares MSCI KLD 400 Social ETF in the fourth quarter valued at approximately $591,000. Atomi Financial Group Inc. boosted its holdings in iShares MSCI KLD 400 Social ETF by 12.3% during the fourth quarter. Atomi Financial Group Inc. now owns 4,213 shares of the company’s stock worth $465,000 after buying an additional 462 shares in the last quarter. Clear Harbor Asset Management LLC grew its position in iShares MSCI KLD 400 Social ETF by 1.2% during the fourth quarter. Clear Harbor Asset Management LLC now owns 12,173 shares of the company’s stock valued at $1,342,000 after buying an additional 144 shares during the period. Aspiriant LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 116.3% in the fourth quarter. Aspiriant LLC now owns 13,494 shares of the company’s stock valued at $1,488,000 after buying an additional 7,256 shares in the last quarter. Finally, Ameritas Advisory Services LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after buying an additional 68,980 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.6 %

DSI stock opened at $114.98 on Friday. iShares MSCI KLD 400 Social ETF has a 52-week low of $92.70 and a 52-week high of $115.78. The firm has a market cap of $5.08 billion, a P/E ratio of 29.01 and a beta of 1.09. The company’s 50-day simple moving average is $112.88 and its 200-day simple moving average is $108.90.

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.