iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. lessened its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 8.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 70,218 shares of the company’s stock after selling 6,793 shares during the quarter. Atria Wealth Solutions Inc. owned 0.16% of iShares MSCI KLD 400 Social ETF worth $7,741,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of DSI. Raymond James & Associates grew its stake in iShares MSCI KLD 400 Social ETF by 4.6% during the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after purchasing an additional 1,488 shares in the last quarter. Trilogy Capital Inc. acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $224,000. Eastern Bank acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $58,000. Tempus Wealth Planning LLC grew its position in shares of iShares MSCI KLD 400 Social ETF by 1.3% in the 3rd quarter. Tempus Wealth Planning LLC now owns 13,395 shares of the company’s stock worth $1,457,000 after acquiring an additional 169 shares in the last quarter. Finally, Arkadios Wealth Advisors grew its position in shares of iShares MSCI KLD 400 Social ETF by 26.3% in the 3rd quarter. Arkadios Wealth Advisors now owns 4,828 shares of the company’s stock worth $525,000 after acquiring an additional 1,005 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 0.4 %

Shares of DSI opened at $113.24 on Thursday. The firm has a market cap of $5.00 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The stock has a 50 day moving average of $112.13 and a 200-day moving average of $109.83. iShares MSCI KLD 400 Social ETF has a 52 week low of $94.05 and a 52 week 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.