Allen Capital Group LLC Sells 2,715 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Allen Capital Group LLC cut its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 39.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,108 shares of the company’s stock after selling 2,715 shares during the quarter. Allen Capital Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $453,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DSI. Adirondack Trust Co. boosted its position in shares of iShares MSCI KLD 400 Social ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares during the last quarter. Savvy Advisors Inc. boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after acquiring an additional 112 shares during the period. Sax Wealth Advisors LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.3% during the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after purchasing an additional 115 shares during the period. Vicus Capital raised its position in iShares MSCI KLD 400 Social ETF by 0.7% in the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after acquiring an additional 119 shares in the last quarter. Finally, Revolve Wealth Partners LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after acquiring an additional 119 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.8 %

Shares of NYSEARCA:DSI opened at $112.31 on Thursday. The firm has a market cap of $4.96 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12-month low of $92.70 and a 12-month high of $115.78. The stock’s 50-day moving average price is $112.89 and its two-hundred day moving average price is $109.02.

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.