iShares ESG MSCI KLD 400 ETF $DSI Shares Sold by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC reduced its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSIFree Report) by 0.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,654 shares of the company’s stock after selling 87 shares during the quarter. Tempus Wealth Planning LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,935,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Cornerstone Planning Group LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the first quarter valued at approximately $26,000. Columbia River Financial Group LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the first quarter valued at approximately $30,000. Clean Yield Group acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the first quarter valued at approximately $36,000. SouthState Corp acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the first quarter valued at approximately $64,000. Finally, Oliver Lagore Vanvalin Investment Group acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the second quarter valued at approximately $75,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA DSI opened at $124.69 on Friday. The stock has a fifty day moving average price of $121.63 and a 200 day moving average price of $112.43. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $125.98. The company has a market cap of $4.96 billion, a PE ratio of 26.56 and a beta of 1.02.

iShares ESG MSCI KLD 400 ETF Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

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