Altfest L J & Co. Inc. Invests $282,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stock

Altfest L J & Co. Inc. acquired a new stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm acquired 2,676 shares of the company’s stock, valued at approximately $282,000.

Other large investors also recently modified their holdings of the company. Adirondack Trust Co. lifted its stake in iShares MSCI KLD 400 Social ETF by 53.5% during the 1st quarter. Adirondack Trust Co. now owns 330 shares of the company’s stock valued at $36,000 after acquiring an additional 115 shares in the last quarter. Executive Wealth Management LLC bought a new position in iShares MSCI KLD 400 Social ETF during the 4th quarter valued at $34,000. Liberty Wealth Management LLC bought a new position in iShares MSCI KLD 400 Social ETF during the 4th quarter valued at $71,000. RPg Family Wealth Advisory LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 14.7% during the 1st quarter. RPg Family Wealth Advisory LLC now owns 922 shares of the company’s stock worth $97,000 after purchasing an additional 118 shares during the period. Finally, AllSquare Wealth Management LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 36.1% during the 1st quarter. AllSquare Wealth Management LLC now owns 1,034 shares of the company’s stock worth $109,000 after purchasing an additional 274 shares during the period.

NYSEARCA DSI opened at $107.82 on Monday. iShares MSCI KLD 400 Social ETF has a one year low of $87.16 and a one year high of $110.10.

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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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