iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Purchased by Aspiriant LLC

Aspiriant LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 116.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,494 shares of the company’s stock after buying an additional 7,256 shares during the period. Aspiriant LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,488,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Raymond James & Associates increased its stake in shares of iShares MSCI KLD 400 Social ETF by 4.6% in the third quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after acquiring an additional 1,488 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in iShares MSCI KLD 400 Social ETF by 8.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock worth $1,981,000 after purchasing an additional 1,415 shares during the period. Zhang Financial LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at about $767,000. Stifel Financial Corp lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.4% in the 3rd quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after buying an additional 1,384 shares during the period. Finally, 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 valued at $3,563,000 after acquiring an additional 815 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 1.1 %

iShares MSCI KLD 400 Social ETF stock opened at $112.79 on Tuesday. The firm has a market cap of $4.98 billion, a PE ratio of 29.01 and a beta of 1.09. The stock’s 50 day simple moving average is $112.75 and its two-hundred day simple moving average is $108.69. iShares MSCI KLD 400 Social ETF has a 12 month low of $90.81 and a 12 month 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.