Leonard Rickey Investment Advisors P.L.L.C. Lowers Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Leonard Rickey Investment Advisors P.L.L.C. trimmed its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 3.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,275 shares of the company’s stock after selling 109 shares during the period. Leonard Rickey Investment Advisors P.L.L.C.’s holdings in iShares MSCI KLD 400 Social ETF were worth $330,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Scarborough Advisors LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter valued at approximately $47,000. ORG Partners LLC increased its position in shares of iShares MSCI KLD 400 Social ETF by 36.0% during the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock valued at $60,000 after acquiring an additional 173 shares in the last quarter. Sandy Spring Bank increased its position in shares of iShares MSCI KLD 400 Social ETF by 52.2% during the fourth quarter. Sandy Spring Bank now owns 700 shares of the company’s stock valued at $64,000 after acquiring an additional 240 shares in the last quarter. ICA Group Wealth Management LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter valued at approximately $67,000. Finally, Oliver Lagore Vanvalin Investment Group increased its position in shares of iShares MSCI KLD 400 Social ETF by 13.9% during the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock valued at $86,000 after acquiring an additional 115 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI traded up $0.13 on Tuesday, hitting $104.06. 29,049 shares of the stock traded hands, compared to its average volume of 114,144. The company has a market capitalization of $4.59 billion, a PE ratio of 29.01 and a beta of 1.09. The business has a 50 day simple moving average of $100.97 and a 200 day simple moving average of $97.35. iShares MSCI KLD 400 Social ETF has a one year low of $77.47 and a one year high of $105.24.

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.