Watermark Asset Management Inc. increased its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 65.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,001 shares of the company’s stock after acquiring an additional 789 shares during the quarter. Watermark Asset Management Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $186,000 at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. Proequities Inc. acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the third quarter worth approximately $128,000. Lowe Wealth Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the fourth quarter worth approximately $135,000. BlackRock Inc. lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 1,702.4% in the third quarter. BlackRock Inc. now owns 1,478 shares of the company’s stock worth $158,000 after acquiring an additional 1,396 shares during the period. Flagship Harbor Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the second quarter worth approximately $158,000. Finally, Private Capital Group LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 84.7% in the third quarter. Private Capital Group LLC now owns 1,853 shares of the company’s stock worth $198,000 after acquiring an additional 850 shares during the period.
iShares MSCI KLD 400 Social ETF stock opened at $96.67 on Monday. iShares MSCI KLD 400 Social ETF has a one year low of $87.16 and a one year high of $108.10.
The company also recently declared a quarterly dividend, which was paid on Friday, December 21st. Investors of record on Tuesday, December 18th were issued a $0.4352 dividend. This is a positive change from iShares MSCI KLD 400 Social ETF’s previous quarterly dividend of $0.38. The ex-dividend date of this dividend was Monday, December 17th. This represents a $1.74 dividend on an annualized basis and a dividend yield of 1.80%.
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About iShares MSCI KLD 400 Social ETF
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.
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