Laurel Wealth Planning LLC Has $4.22 Million Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Laurel Wealth Planning LLC lessened its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,750 shares of the company’s stock after selling 858 shares during the quarter. iShares MSCI KLD 400 Social ETF comprises approximately 2.8% of Laurel Wealth Planning LLC’s investment portfolio, making the stock its 16th biggest holding. Laurel Wealth Planning LLC owned approximately 0.09% of iShares MSCI KLD 400 Social ETF worth $4,216,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of DSI. US Bancorp DE raised its position in iShares MSCI KLD 400 Social ETF by 121.9% in the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares during the last quarter. Williams Financial LLC acquired a new position in iShares MSCI KLD 400 Social ETF during the 2nd quarter valued at about $7,838,000. Cetera Investment Advisers boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 78.1% in the 1st quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock valued at $15,306,000 after purchasing an additional 66,567 shares during the last quarter. Sanctuary Advisors LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at about $3,526,000. Finally, Raymond James Financial Services Advisors Inc. grew its position in shares of iShares MSCI KLD 400 Social ETF by 31.5% during the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 125,919 shares of the company’s stock worth $13,077,000 after buying an additional 30,143 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Up 0.8 %

NYSEARCA DSI traded up $0.89 during trading hours on Friday, hitting $108.65. The company’s stock had a trading volume of 4,692 shares, compared to its average volume of 107,060. iShares MSCI KLD 400 Social ETF has a twelve month low of $80.69 and a twelve month high of $110.97. The firm has a market capitalization of $4.80 billion, a P/E ratio of 29.01 and a beta of 1.09. The stock has a fifty day moving average of $107.55 and a 200 day moving average of $103.84.

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.