Concord Wealth Partners Sells 6,773 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Concord Wealth Partners lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 19.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 27,228 shares of the company’s stock after selling 6,773 shares during the period. Concord Wealth Partners’ holdings in iShares MSCI KLD 400 Social ETF were worth $2,479,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Envestnet Portfolio Solutions Inc. purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at about $53,438,000. Cerity Partners LLC raised its position in iShares MSCI KLD 400 Social ETF by 1,167.3% during the fourth quarter. Cerity Partners LLC now owns 270,792 shares of the company’s stock valued at $24,656,000 after purchasing an additional 249,424 shares during the period. Bank of New York Mellon Corp raised its position in iShares MSCI KLD 400 Social ETF by 26.9% during the third quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock valued at $90,476,000 after purchasing an additional 235,262 shares during the period. LPL Financial LLC raised its position in iShares MSCI KLD 400 Social ETF by 16.4% during the third quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock valued at $56,395,000 after purchasing an additional 97,429 shares during the period. Finally, CWM LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 119.5% during the fourth quarter. CWM LLC now owns 171,233 shares of the company’s stock valued at $15,591,000 after buying an additional 93,208 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of DSI traded up $0.59 during mid-day trading on Wednesday, reaching $96.76. 67,983 shares of the company’s stock traded hands, compared to its average volume of 132,243. The stock has a market cap of $4.29 billion, a P/E ratio of 28.32 and a beta of 1.02. The stock’s 50-day moving average is $98.27 and its two-hundred day moving average is $91.99. iShares MSCI KLD 400 Social ETF has a 12 month low of $76.24 and a 12 month high of $101.23.

About iShares MSCI KLD 400 Social ETF

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.