LPL Financial LLC Acquires 187,597 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

LPL Financial LLC grew its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 22.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,005,714 shares of the company’s stock after buying an additional 187,597 shares during the quarter. LPL Financial LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $110,880,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in DSI. Bank of New York Mellon Corp increased its position in iShares ESG MSCI KLD 400 ETF by 4.8% in the 4th quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock valued at $112,502,000 after acquiring an additional 47,183 shares in the last quarter. US Bancorp DE grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.1% during the fourth quarter. US Bancorp DE now owns 401,934 shares of the company’s stock valued at $44,313,000 after purchasing an additional 12,239 shares during the last quarter. Brooklyn FI LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 6,323.3% in the fourth quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock valued at $44,263,000 after purchasing an additional 390,024 shares in the last quarter. Commonwealth Equity Services LLC raised its position in iShares ESG MSCI KLD 400 ETF by 9.7% in the 4th quarter. Commonwealth Equity Services LLC now owns 238,654 shares of the company’s stock worth $26,312,000 after purchasing an additional 21,091 shares during the last quarter. Finally, Essential Planning LLC. boosted its position in iShares ESG MSCI KLD 400 ETF by 6,218.7% in the 4th quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock valued at $26,080,000 after buying an additional 229,904 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.2 %

Shares of DSI opened at $105.96 on Wednesday. The stock’s fifty day simple moving average is $109.47 and its 200-day simple moving average is $110.33. The firm has a market capitalization of $4.39 billion, a PE ratio of 26.35 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month high of $115.78.

iShares ESG MSCI KLD 400 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.