Patten Group Inc. Invests $215,000 in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Patten Group Inc. bought a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 1,949 shares of the company’s stock, valued at approximately $215,000.

Several other institutional investors have also recently made changes to their positions in DSI. Financial Life Planners bought a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $38,000. Synergy Asset Management LLC bought a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $44,000. Adirondack Trust Co. grew its position in iShares ESG MSCI KLD 400 ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after buying an additional 90 shares during the period. Bristlecone Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 37.7% during the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after buying an additional 234 shares during the period. Finally, Princeton Global Asset Management LLC bought a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $107,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

DSI opened at $105.94 on Wednesday. The firm has a market cap of $4.43 billion, a P/E ratio of 28.09 and a beta of 1.05. The firm has a 50-day moving average of $111.47 and a 200 day moving average of $110.41. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78.

About iShares ESG MSCI KLD 400 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.