iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Forbes J M & Co. LLP

Forbes J M & Co. LLP trimmed its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIGet Rating) by 2.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,863 shares of the company’s stock after selling 277 shares during the quarter. Forbes J M & Co. LLP’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,028,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Wealthsource Partners LLC grew its stake in iShares MSCI KLD 400 Social ETF by 113.1% during the 1st quarter. Wealthsource Partners LLC now owns 11,687 shares of the company’s stock worth $1,012,000 after purchasing an additional 6,204 shares in the last quarter. Regal Investment Advisors LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 62.5% during the 1st quarter. Regal Investment Advisors LLC now owns 10,232 shares of the company’s stock worth $886,000 after acquiring an additional 3,934 shares in the last quarter. Retirement Income Solutions Inc boosted its position in shares of iShares MSCI KLD 400 Social ETF by 91.9% during the 1st quarter. Retirement Income Solutions Inc now owns 10,335 shares of the company’s stock worth $895,000 after acquiring an additional 4,950 shares in the last quarter. Accredited Investors Inc. boosted its position in shares of iShares MSCI KLD 400 Social ETF by 7.1% during the 1st quarter. Accredited Investors Inc. now owns 38,387 shares of the company’s stock worth $3,325,000 after acquiring an additional 2,552 shares in the last quarter. Finally, Austin Private Wealth LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the 1st quarter worth about $461,000.

iShares MSCI KLD 400 Social ETF Stock Down 0.3 %

NYSEARCA:DSI opened at $78.59 on Friday. The stock has a 50-day simple moving average of $74.57 and a 200-day simple moving average of $79.83. iShares MSCI KLD 400 Social ETF has a 1 year low of $69.10 and a 1 year high of $93.70.

iShares MSCI KLD 400 Social ETF Company Profile

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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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