Independent Advisor Alliance Acquires New Stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Independent Advisor Alliance acquired a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 4th quarter, HoldingsChannel reports. The firm acquired 29,743 shares of the company’s stock, valued at approximately $3,279,000.

Other institutional investors have also bought and sold shares of the company. Wealth Enhancement Advisory Services LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 8.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after purchasing an additional 1,415 shares during the last quarter. Merit Financial Group LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 47.8% during the 4th quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after acquiring an additional 1,612 shares during the period. Stifel Financial Corp raised its holdings in iShares ESG MSCI KLD 400 ETF by 3.4% during the 3rd quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after acquiring an additional 1,384 shares during the period. Kovitz Investment Group Partners LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 3.8% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 46,808 shares of the company’s stock valued at $5,092,000 after acquiring an additional 1,711 shares during the period. Finally, Arlington Financial Advisors LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 3.5% during the 4th quarter. Arlington Financial Advisors LLC now owns 19,627 shares of the company’s stock valued at $2,164,000 after acquiring an additional 655 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI stock opened at $103.20 on Thursday. The company’s fifty day simple moving average is $110.62 and its two-hundred day simple moving average is $110.32. iShares ESG MSCI KLD 400 ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The stock has a market capitalization of $4.31 billion, a price-to-earnings ratio of 28.09 and a beta of 1.05.

About iShares ESG MSCI KLD 400 ETF

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.