Onyx Bridge Wealth Group LLC Has $1.93 Million Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Onyx Bridge Wealth Group LLC grew its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.9% during the 4th quarter, Holdings Channel reports. The firm owned 17,475 shares of the company’s stock after purchasing an additional 496 shares during the period. Onyx Bridge Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,927,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Financial Life Planners bought a new position in iShares MSCI KLD 400 Social ETF in the fourth quarter valued at approximately $38,000. Synergy Asset Management LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF in the 4th quarter worth $44,000. Eastern Bank bought a new position in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth $58,000. Bristlecone Advisors LLC bought a new stake in iShares MSCI KLD 400 Social ETF in the third quarter valued at about $68,000. Finally, Adirondack Trust Co. increased its holdings in iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 0.4 %

Shares of DSI opened at $111.83 on Thursday. The stock has a market cap 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 $94.05 and a 1 year high of $115.78. The stock’s 50-day moving average price is $112.73 and its two-hundred day moving average price is $109.22.

iShares MSCI KLD 400 Social ETF 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.