Stratos Wealth Partners LTD. Takes Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Stratos Wealth Partners LTD. acquired a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,401 shares of the company’s stock, valued at approximately $219,000.

Several other large investors have also modified their holdings of the company. Private Advisor Group LLC lifted its holdings in shares of 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 purchasing an additional 1,433 shares during the period. West Wealth Group LLC lifted its holdings in shares of 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 purchasing an additional 1,028 shares during the period. Brookstone Capital Management lifted its holdings in shares of 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 purchasing an additional 813 shares during the period. Sharkey Howes & Javer lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 12.7% during the fourth quarter. Sharkey Howes & Javer now owns 32,043 shares of the company’s stock worth $2,918,000 after purchasing an additional 3,606 shares during the period. Finally, Dunhill Financial LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 15.5% during the third quarter. Dunhill Financial LLC now owns 273,893 shares of the company’s stock worth $22,667,000 after purchasing an additional 36,799 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $96.29 on Wednesday. The stock has a fifty day moving average price of $98.16 and a 200 day moving average price of $90.99. iShares MSCI KLD 400 Social ETF has a 1-year low of $76.12 and a 1-year high of $101.23. The company has a market cap of $4.27 billion, a PE ratio of 20.24 and a beta of 1.02.

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.