iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC trimmed its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 13.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,464 shares of the company’s stock after selling 523 shares during the period. Aptus Capital Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $377,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Tempus Wealth Planning LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 4.5% during the 2nd quarter. Tempus Wealth Planning LLC now owns 13,226 shares of the company’s stock valued at $1,373,000 after acquiring an additional 567 shares during the period. Raymond James & Associates lifted its position in shares of iShares MSCI KLD 400 Social ETF by 4.6% during the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after acquiring an additional 1,488 shares during the period. Gradient Investments LLC raised its position in shares of iShares MSCI KLD 400 Social ETF by 1.1% during the 2nd quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock worth $5,466,000 after purchasing an additional 562 shares during the last quarter. Concourse Financial Group Securities Inc. raised its position in shares of iShares MSCI KLD 400 Social ETF by 6.1% during the 2nd quarter. Concourse Financial Group Securities Inc. now owns 10,767 shares of the company’s stock worth $1,118,000 after purchasing an additional 620 shares during the last quarter. Finally, Zhang Financial LLC purchased a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at approximately $767,000.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock opened at $111.65 on Friday. iShares MSCI KLD 400 Social ETF has a 1 year low of $85.49 and a 1 year high of $114.84. The stock’s 50 day moving average price is $108.95 and its 200 day moving average price is $104.97. The firm has a market cap of $4.93 billion, a P/E ratio of 29.01 and a beta of 1.09.

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.