iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Acquired by ST Germain D J Co. Inc.

ST Germain D J Co. Inc. lifted its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 13.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 42,179 shares of the company’s stock after acquiring an additional 4,944 shares during the quarter. ST Germain D J Co. Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $4,650,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Raymond James & Associates grew its position in iShares MSCI KLD 400 Social ETF by 4.6% during the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after purchasing an additional 1,488 shares during the period. Zhang Financial LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the third quarter worth about $767,000. Stifel Financial Corp raised its position in iShares MSCI KLD 400 Social ETF by 3.4% during the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after acquiring an additional 1,384 shares in the last quarter. Wealthgarden F.S. LLC acquired a new position in iShares MSCI KLD 400 Social ETF in the second quarter valued at approximately $422,000. Finally, Northwestern Mutual Wealth Management Co. boosted its position in iShares MSCI KLD 400 Social ETF by 2.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock worth $3,563,000 after purchasing an additional 815 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 1.8 %

Shares of NYSEARCA DSI traded down $2.03 during midday trading on Friday, reaching $109.05. 37,797 shares of the stock were exchanged, compared to its average volume of 115,788. The firm has a market cap of $4.81 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The firm has a 50-day simple moving average of $112.84 and a two-hundred day simple moving average of $108.32. iShares MSCI KLD 400 Social ETF has a twelve month low of $90.40 and a twelve month high of $115.78.

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.