11,202 Shares in Ishares Kld Select Social Index (SUSA) Acquired by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC acquired a new position in Ishares Kld Select Social Index (BMV:SUSA) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 11,202 shares of the company’s stock, valued at approximately $1,241,000. Shepherd Financial Partners LLC owned 0.19% of Ishares Kld Select Social Index at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Fusion Family Wealth LLC purchased a new position in shares of Ishares Kld Select Social Index in the first quarter worth about $172,000. Acropolis Investment Management LLC purchased a new position in Ishares Kld Select Social Index during the fourth quarter worth about $198,000. Comerica Bank purchased a new position in Ishares Kld Select Social Index during the first quarter worth about $220,000. Sage Advisory Services Ltd.Co. purchased a new position in Ishares Kld Select Social Index during the first quarter worth about $296,000. Finally, Greenwich Wealth Management LLC acquired a new stake in shares of Ishares Kld Select Social Index during the first quarter valued at about $304,000.

Shares of SUSA opened at $112.71 on Friday. Ishares Kld Select Social Index has a 1-year low of $96.65 and a 1-year high of $119.20.

Institutional Ownership by Quarter for Ishares Kld Select Social Index (BMV:SUSA)

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