Bank of Montreal Can Trims Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Bank of Montreal Can lessened its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 58,446 shares of the company’s stock after selling 782 shares during the quarter. Bank of Montreal Can owned about 0.13% of iShares MSCI KLD 400 Social ETF worth $6,109,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of DSI. Simplicity Wealth LLC grew its position in iShares MSCI KLD 400 Social ETF by 5.1% during the second quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock valued at $220,000 after buying an additional 102 shares during the period. GYL Financial Synergies LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 3.3% during the 2nd quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock worth $334,000 after acquiring an additional 103 shares in the last quarter. Destination Wealth Management grew its position in shares of iShares MSCI KLD 400 Social ETF by 1.3% during the 2nd quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock valued at $961,000 after acquiring an additional 116 shares during the period. Eagle Bay Advisors LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 100.0% in the 2nd quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after purchasing an additional 123 shares in the last quarter. Finally, Verus Capital Partners LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 3.5% in the 1st quarter. Verus Capital Partners LLC now owns 3,915 shares of the company’s stock worth $395,000 after purchasing an additional 131 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Up 0.2 %

Shares of DSI opened at $108.79 on Tuesday. The firm has a market cap of $4.80 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $77.47 and a 12 month high of $109.15. The stock’s 50 day moving average is $104.47 and its two-hundred day moving average is $102.28.

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.