Concord Wealth Partners Has $2.48 Million Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Concord Wealth Partners trimmed its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 19.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,228 shares of the company’s stock after selling 6,773 shares during the quarter. Concord Wealth Partners owned 0.06% of iShares MSCI KLD 400 Social ETF worth $2,479,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. McClarren Financial Advisors Inc. grew its holdings in iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. McClarren Financial Advisors Inc. now owns 31,166 shares of the company’s stock worth $2,838,000 after buying an additional 228 shares in the last quarter. Private Advisor Group LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 1.0% during the third quarter. Private Advisor Group LLC now owns 143,588 shares of the company’s stock worth $11,690,000 after buying an additional 1,433 shares in the last quarter. West Wealth Group LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 21.7% during the fourth quarter. West Wealth Group LLC now owns 5,772 shares of the company’s stock worth $526,000 after buying an additional 1,028 shares in the last quarter. Brookstone Capital Management grew its holdings in iShares MSCI KLD 400 Social ETF by 10.5% during the fourth quarter. Brookstone Capital Management now owns 8,534 shares of the company’s stock worth $777,000 after buying an additional 813 shares in the last quarter. Finally, Baron Financial Group LLC bought a new stake in iShares MSCI KLD 400 Social ETF during the fourth quarter worth $204,000.

iShares MSCI KLD 400 Social ETF Trading Up 0.6 %

iShares MSCI KLD 400 Social ETF stock traded up $0.59 during trading on Wednesday, hitting $96.76. 67,983 shares of the company were exchanged, compared to its average volume of 132,243. The business’s 50 day moving average is $98.27 and its 200 day moving average is $91.99. iShares MSCI KLD 400 Social ETF has a 52 week low of $76.24 and a 52 week high of $101.23. The company has a market capitalization of $4.29 billion, a P/E ratio of 28.32 and a beta of 1.02.

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.