LPL Financial LLC increased its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,258,765 shares of the company’s stock after purchasing an additional 45,080 shares during the quarter. LPL Financial LLC owned approximately 3.20% of iShares ESG MSCI KLD 400 ETF worth $162,167,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of the stock. Aptus Capital Advisors LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 0.6% in the 3rd quarter. Aptus Capital Advisors LLC now owns 13,760 shares of the company’s stock worth $1,733,000 after purchasing an additional 84 shares during the period. Arete Wealth Advisors LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 2.6% in the 3rd quarter. Arete Wealth Advisors LLC now owns 3,390 shares of the company’s stock worth $427,000 after buying an additional 86 shares in the last quarter. Keystone Financial Services increased its stake in iShares ESG MSCI KLD 400 ETF by 1.5% in the 3rd quarter. Keystone Financial Services now owns 6,620 shares of the company’s stock worth $834,000 after buying an additional 97 shares in the last quarter. Pennsylvania Capital Management Inc. ADV increased its stake in iShares ESG MSCI KLD 400 ETF by 0.4% in the 3rd quarter. Pennsylvania Capital Management Inc. ADV now owns 26,352 shares of the company’s stock worth $3,319,000 after buying an additional 110 shares in the last quarter. Finally, Revolve Wealth Partners LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after buying an additional 119 shares in the last quarter.
iShares ESG MSCI KLD 400 ETF Stock Performance
Shares of DSI stock opened at $137.78 on Thursday. iShares ESG MSCI KLD 400 ETF has a 52-week low of $111.14 and a 52-week high of $144.71. The firm has a market capitalization of $5.18 billion, a PE ratio of 26.56 and a beta of 1.07. The stock has a fifty day simple moving average of $135.62 and a two-hundred day simple moving average of $130.81.
About iShares ESG MSCI KLD 400 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.
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