iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Purchased by Atomi Financial Group Inc.

Atomi Financial Group Inc. boosted its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 12.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,213 shares of the company’s stock after acquiring an additional 462 shares during the quarter. Atomi Financial Group Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $465,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Savvy Advisors Inc. grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after purchasing an additional 112 shares in the last quarter. Sax Wealth Advisors LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 3.3% in the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after acquiring an additional 115 shares in the last quarter. Vicus Capital increased its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after acquiring an additional 119 shares during the period. West Financial Advisors LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 2.7% in the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after acquiring an additional 131 shares in the last quarter. Finally, Golden State Equity Partners boosted its holdings in iShares MSCI KLD 400 Social ETF by 2.9% in the third quarter. Golden State Equity Partners now owns 4,849 shares of the company’s stock valued at $528,000 after purchasing an additional 135 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

DSI stock opened at $114.98 on Friday. iShares MSCI KLD 400 Social ETF has a 1 year low of $92.70 and a 1 year high of $115.78. The firm has a market capitalization of $5.08 billion, a P/E ratio of 29.01 and a beta of 1.09. The business’s 50-day moving average is $112.88 and its two-hundred day moving average is $108.90.

iShares MSCI KLD 400 Social ETF Company 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.