Great Valley Advisor Group Inc. Invests $232,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Great Valley Advisor Group Inc. acquired a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,551 shares of the company’s stock, valued at approximately $232,000.

A number of other institutional investors have also made changes to their positions in DSI. ORG Partners LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 36.0% in the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock valued at $60,000 after acquiring an additional 173 shares during the last quarter. Sandy Spring Bank increased its stake in iShares MSCI KLD 400 Social ETF by 52.2% during the 4th quarter. Sandy Spring Bank now owns 700 shares of the company’s stock worth $64,000 after acquiring an additional 240 shares during the period. Oliver Lagore Vanvalin Investment Group grew its stake in iShares MSCI KLD 400 Social ETF by 13.9% during the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock worth $86,000 after buying an additional 115 shares in the last quarter. Parkside Financial Bank & Trust bought a new position in iShares MSCI KLD 400 Social ETF in the fourth quarter valued at approximately $112,000. Finally, Private Trust Co. NA raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 72.2% during the 4th quarter. Private Trust Co. NA now owns 1,231 shares of the company’s stock worth $112,000 after buying an additional 516 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 1.1 %

DSI opened at $98.68 on Tuesday. The company’s 50 day moving average is $98.31 and its 200-day moving average is $92.42. The company has a market cap of $4.36 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $77.24 and a 1-year high of $101.23.

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.