iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Avior Wealth Management LLC

Avior Wealth Management LLC lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 58.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,012 shares of the company’s stock after selling 1,405 shares during the quarter. Avior Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $92,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Morgan Stanley lifted its holdings in iShares MSCI KLD 400 Social ETF by 1.8% in the 3rd quarter. Morgan Stanley now owns 4,492,710 shares of the company’s stock worth $365,752,000 after buying an additional 81,233 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in iShares MSCI KLD 400 Social ETF by 26.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock worth $90,476,000 after buying an additional 235,262 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in iShares MSCI KLD 400 Social ETF by 2.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,027,744 shares of the company’s stock worth $83,698,000 after buying an additional 27,766 shares in the last quarter. LPL Financial LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 16.4% in the 3rd quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock worth $56,395,000 after buying an additional 97,429 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. acquired a new position in iShares MSCI KLD 400 Social ETF in the 3rd quarter worth $53,438,000.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of DSI stock opened at $94.27 on Friday. iShares MSCI KLD 400 Social ETF has a 12 month low of $76.12 and a 12 month high of $101.23. The firm has a market capitalization of $4.18 billion, a P/E ratio of 28.32 and a beta of 1.02. The company’s fifty day moving average price is $98.12 and its two-hundred day moving average price is $91.22.

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.