iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Valmark Advisers Inc.

Valmark Advisers Inc. trimmed its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 8,210 shares of the company’s stock after selling 125 shares during the quarter. Valmark Advisers Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $748,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Morgan Stanley lifted its position in shares of iShares MSCI KLD 400 Social ETF by 1.8% during the 3rd quarter. Morgan Stanley now owns 4,492,710 shares of the company’s stock valued at $365,752,000 after acquiring an additional 81,233 shares during the last quarter. Bank of New York Mellon Corp lifted its position in shares of iShares MSCI KLD 400 Social ETF by 26.9% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock valued at $90,476,000 after acquiring an additional 235,262 shares during the last quarter. Ameriprise Financial Inc. lifted its position in shares of iShares MSCI KLD 400 Social ETF by 2.8% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,027,744 shares of the company’s stock valued at $83,698,000 after acquiring an additional 27,766 shares during the last quarter. LPL Financial LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 16.4% during the 3rd quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock valued at $56,395,000 after acquiring an additional 97,429 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at $53,438,000.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA:DSI traded up $1.37 on Friday, reaching $97.64. 68,473 shares of the company traded hands, compared to its average volume of 133,649. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $76.24 and a fifty-two week high of $101.23. The company’s 50 day moving average is $98.19 and its 200-day moving average is $91.73. The stock has a market capitalization of $4.33 billion, a PE ratio of 28.32 and a beta of 1.02.

iShares MSCI KLD 400 Social 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.