John G Ullman & Associates Inc. Purchases Shares of 5,200 iShares MSCI KLD 400 Social ETF (DSI)

John G Ullman & Associates Inc. purchased a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,200 shares of the company’s stock, valued at approximately $555,000.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Cornerstone Wealth Management LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 10,657.7% during the 2nd quarter. Cornerstone Wealth Management LLC now owns 629,108 shares of the company’s stock worth $6,211,000 after purchasing an additional 623,260 shares during the last quarter. Bank of America Corp DE increased its holdings in iShares MSCI KLD 400 Social ETF by 3.7% during the 2nd quarter. Bank of America Corp DE now owns 574,525 shares of the company’s stock worth $57,993,000 after purchasing an additional 20,354 shares during the last quarter. Wells Fargo & Company MN increased its holdings in iShares MSCI KLD 400 Social ETF by 1.1% during the 3rd quarter. Wells Fargo & Company MN now owns 124,861 shares of the company’s stock worth $13,334,000 after purchasing an additional 1,387 shares during the last quarter. US Bancorp DE increased its holdings in iShares MSCI KLD 400 Social ETF by 0.6% during the 2nd quarter. US Bancorp DE now owns 119,733 shares of the company’s stock worth $12,085,000 after purchasing an additional 662 shares during the last quarter. Finally, First Republic Investment Management Inc. increased its holdings in iShares MSCI KLD 400 Social ETF by 0.8% during the 2nd quarter. First Republic Investment Management Inc. now owns 117,561 shares of the company’s stock worth $11,867,000 after purchasing an additional 887 shares during the last quarter.

DSI stock opened at $99.13 on Monday. iShares MSCI KLD 400 Social ETF has a 52-week low of $93.50 and a 52-week high of $108.10.

iShares MSCI KLD 400 Social ETF Company Profile

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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