iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Acquired by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) by 1.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 13,531 shares of the company’s stock after acquiring an additional 136 shares during the period. Tempus Wealth Planning LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,492,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in DSI. Financial Life Planners acquired a new stake in iShares MSCI KLD 400 Social ETF in the fourth quarter valued at $38,000. Synergy Asset Management LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the 4th quarter worth $44,000. Eastern Bank purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $58,000. Bristlecone Advisors LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at $68,000. Finally, Adirondack Trust Co. raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after acquiring an additional 90 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $111.01 on Tuesday. The company has a 50-day simple moving average of $112.84 and a 200-day simple moving average of $109.13. The company has a market cap of $4.90 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $93.88 and a 12 month high of $115.78.

About iShares MSCI KLD 400 Social ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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