Perigon Wealth Management LLC Boosts Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Perigon Wealth Management LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 22.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 64,807 shares of the company’s stock after buying an additional 12,051 shares during the quarter. Perigon Wealth Management LLC owned 0.15% of iShares MSCI KLD 400 Social ETF worth $7,231,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Susquehanna International Group LLP boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 39.1% during the second quarter. Susquehanna International Group LLP now owns 39,757 shares of the company’s stock valued at $4,129,000 after purchasing an additional 11,170 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 2.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock valued at $3,563,000 after purchasing an additional 815 shares during the period. High Falls Advisors Inc bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter valued at about $200,000. Gateway Wealth Partners LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 11.2% in the second quarter. Gateway Wealth Partners LLC now owns 2,946 shares of the company’s stock valued at $306,000 after acquiring an additional 296 shares in the last quarter. Finally, Hershey Financial Advisers LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter valued at about $954,000.

iShares MSCI KLD 400 Social ETF Price Performance

DSI stock opened at $111.97 on Tuesday. The business has a 50-day moving average price of $112.88 and a 200 day moving average price of $108.94. The company has a market capitalization of $4.94 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $92.70 and a 1-year high of $115.78.

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.