IMA Advisory Services Inc. Sells 11,876 Shares of iShares ESG MSCI KLD 400 ETF $DSI

IMA Advisory Services Inc. lowered its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 407,924 shares of the company’s stock after selling 11,876 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises approximately 5.0% of IMA Advisory Services Inc.’s investment portfolio, making the stock its 4th largest holding. IMA Advisory Services Inc. owned about 1.04% of iShares ESG MSCI KLD 400 ETF worth $52,270,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. IFP Advisors Inc lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 96.5% in the fourth quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after buying an additional 136 shares in the last quarter. Financial Life Planners acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth about $38,000. Qube Research & Technologies Ltd raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 1,222.6% in the 3rd quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after acquiring an additional 379 shares during the last quarter. Ameriflex Group Inc. lifted its position in iShares ESG MSCI KLD 400 ETF by 27.8% in the 3rd quarter. Ameriflex Group Inc. now owns 597 shares of the company’s stock valued at $75,000 after acquiring an additional 130 shares in the last quarter. Finally, Triumph Capital Management bought a new position in iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at about $77,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $139.99 on Monday. The stock has a 50 day moving average price of $134.36 and a two-hundred day moving average price of $130.49. The firm has a market capitalization of $5.26 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52 week low of $111.14 and a 52 week high of $144.71.

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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.