Atria Investments Inc Reduces Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Atria Investments Inc cut its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,213 shares of the company’s stock after selling 177 shares during the period. Atria Investments Inc’s holdings in iShares MSCI KLD 400 Social ETF were worth $894,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Tempus Wealth Planning LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 4.5% in the second quarter. Tempus Wealth Planning LLC now owns 13,226 shares of the company’s stock worth $1,373,000 after purchasing an additional 567 shares in the last quarter. Raymond James & Associates lifted its position 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 acquiring an additional 1,488 shares during the period. Gradient Investments LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 1.1% during the second quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock worth $5,466,000 after acquiring an additional 562 shares in the last quarter. Concourse Financial Group Securities Inc. boosted its stake in iShares MSCI KLD 400 Social ETF by 6.1% during the second quarter. Concourse Financial Group Securities Inc. now owns 10,767 shares of the company’s stock worth $1,118,000 after acquiring an additional 620 shares in the last quarter. Finally, Zhang Financial LLC purchased a new stake in iShares MSCI KLD 400 Social ETF in the third quarter worth about $767,000.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock opened at $111.65 on Monday. The firm has a 50 day moving average price of $109.15 and a 200-day moving average price of $105.13. iShares MSCI KLD 400 Social ETF has a 52-week low of $85.49 and a 52-week high of $114.84. The firm has a market capitalization of $4.93 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.