White Lighthouse Investment Management Inc. Reduces Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

White Lighthouse Investment Management Inc. lessened its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) by 1.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,380 shares of the company’s stock after selling 316 shares during the period. White Lighthouse Investment Management Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,582,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Private Advisor Group LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 1.0% during the 3rd quarter. Private Advisor Group LLC now owns 143,588 shares of the company’s stock valued at $11,690,000 after buying an additional 1,433 shares during the last quarter. West Wealth Group LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 21.7% during the 4th quarter. West Wealth Group LLC now owns 5,772 shares of the company’s stock valued at $526,000 after buying an additional 1,028 shares during the last quarter. Thrivent Financial for Lutherans lifted its position in shares of iShares MSCI KLD 400 Social ETF by 18.1% during the 2nd quarter. Thrivent Financial for Lutherans now owns 65,044 shares of the company’s stock valued at $5,450,000 after buying an additional 9,967 shares during the last quarter. Brookstone Capital Management lifted its position in shares of iShares MSCI KLD 400 Social ETF by 10.5% during the 4th quarter. Brookstone Capital Management now owns 8,534 shares of the company’s stock valued at $777,000 after buying an additional 813 shares during the last quarter. Finally, Sharkey Howes & Javer lifted its position in shares of iShares MSCI KLD 400 Social ETF by 12.7% during the 4th quarter. Sharkey Howes & Javer now owns 32,043 shares of the company’s stock valued at $2,918,000 after buying an additional 3,606 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 0.2 %

DSI traded up $0.21 during trading on Wednesday, reaching $100.08. 46,730 shares of the company were exchanged, compared to its average volume of 135,680. The company’s 50-day moving average is $97.28 and its two-hundred day moving average is $89.86. The company has a market cap of $4.44 billion, a price-to-earnings ratio of 20.24 and a beta of 1.02. iShares MSCI KLD 400 Social ETF has a 12-month low of $76.12 and a 12-month high of $101.23.

iShares MSCI KLD 400 Social ETF 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.

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

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