Onyx Bridge Wealth Group LLC Reduces Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Onyx Bridge Wealth Group LLC cut its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 17.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,629 shares of the company’s stock after selling 2,015 shares during the quarter. Onyx Bridge Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $877,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of DSI. Retirement Income Solutions Inc lifted its holdings in iShares MSCI KLD 400 Social ETF by 91.9% in the 1st quarter. Retirement Income Solutions Inc now owns 10,335 shares of the company’s stock worth $895,000 after buying an additional 4,950 shares during the period. Bank of Montreal Can lifted its holdings in iShares MSCI KLD 400 Social ETF by 1.7% in the 1st quarter. Bank of Montreal Can now owns 46,674 shares of the company’s stock worth $4,104,000 after buying an additional 764 shares during the period. Cetera Investment Advisers lifted its holdings in iShares MSCI KLD 400 Social ETF by 39.2% in the 1st quarter. Cetera Investment Advisers now owns 19,028 shares of the company’s stock worth $1,648,000 after buying an additional 5,361 shares during the period. Equitable Holdings Inc. lifted its holdings in iShares MSCI KLD 400 Social ETF by 160.0% in the 1st quarter. Equitable Holdings Inc. now owns 11,869 shares of the company’s stock worth $1,028,000 after buying an additional 7,304 shares during the period. Finally, Prudential Financial Inc. lifted its holdings in iShares MSCI KLD 400 Social ETF by 220.3% in the 1st quarter. Prudential Financial Inc. now owns 11,029 shares of the company’s stock worth $955,000 after buying an additional 7,586 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Down 1.1 %

NYSEARCA DSI traded down $1.04 on Friday, hitting $94.27. The company’s stock had a trading volume of 84,823 shares, compared to its average volume of 137,116. iShares MSCI KLD 400 Social ETF has a 52-week low of $76.12 and a 52-week high of $101.23. The company’s 50-day simple moving average is $98.12 and its 200 day simple moving average is $91.14. The firm has a market cap of $4.18 billion, a P/E ratio of 28.32 and a beta of 1.02.

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.