Spectrum Planning & Advisory Services Inc. Grows Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Spectrum Planning & Advisory Services Inc. raised its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 8.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,886 shares of the company’s stock after purchasing an additional 297 shares during the quarter. Spectrum Planning & Advisory Services Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $423,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in DSI. Eagle Bay Advisors LLC increased its position in shares of iShares MSCI KLD 400 Social ETF by 100.0% in the second quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock worth $26,000 after purchasing an additional 123 shares during the last quarter. Larson Financial Group LLC bought a new position in iShares MSCI KLD 400 Social ETF during the second quarter valued at approximately $28,000. MFA Wealth Advisors LLC bought a new position in iShares MSCI KLD 400 Social ETF during the second quarter valued at approximately $48,000. ORG Partners LLC bought a new position in iShares MSCI KLD 400 Social ETF during the second quarter valued at approximately $55,000. Finally, Eastern Bank purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the third quarter valued at approximately $58,000.

iShares MSCI KLD 400 Social ETF Stock Up 0.4 %

Shares of DSI stock opened at $112.10 on Tuesday. The stock has a fifty day moving average of $109.15 and a 200 day moving average of $105.19. iShares MSCI KLD 400 Social ETF has a 52 week low of $85.65 and a 52 week high of $114.84. The firm has a market capitalization of $4.95 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.