Arkadios Wealth Advisors Acquires 1,005 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Arkadios Wealth Advisors increased its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 26.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,828 shares of the company’s stock after buying an additional 1,005 shares during the period. Arkadios Wealth Advisors’ holdings in iShares MSCI KLD 400 Social ETF were worth $525,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of DSI. Williams Financial LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at $7,838,000. Cetera Investment Advisers raised its holdings in iShares MSCI KLD 400 Social ETF by 78.1% in the first quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock worth $15,306,000 after purchasing an additional 66,567 shares in the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the second quarter valued at about $3,526,000. Raymond James Financial Services Advisors Inc. boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 31.5% in the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 125,919 shares of the company’s stock valued at $13,077,000 after buying an additional 30,143 shares in the last quarter. Finally, First Affirmative Financial Network boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 70.2% in the 3rd quarter. First Affirmative Financial Network now owns 69,382 shares of the company’s stock valued at $7,548,000 after buying an additional 28,614 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 0.2 %

NYSEARCA DSI opened at $110.29 on Wednesday. iShares MSCI KLD 400 Social ETF has a 52 week low of $77.99 and a 52 week high of $110.97. The company has a 50 day moving average price of $107.33 and a 200 day moving average price of $103.68. The firm has a market cap of $4.87 billion, a PE ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Company 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.