Spire Wealth Management Has $149,000 Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Spire Wealth Management increased its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIGet Rating) by 31.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,076 shares of the company’s stock after purchasing an additional 497 shares during the quarter. Spire Wealth Management’s holdings in iShares MSCI KLD 400 Social ETF were worth $149,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. grew its position in shares of iShares MSCI KLD 400 Social ETF by 1.7% in the third quarter. Envestnet Asset Management Inc. now owns 3,479,575 shares of the company’s stock valued at $233,027,000 after purchasing an additional 59,809 shares during the last quarter. First Republic Investment Management Inc. grew its holdings in iShares MSCI KLD 400 Social ETF by 5.1% in the 3rd quarter. First Republic Investment Management Inc. now owns 466,846 shares of the company’s stock valued at $31,265,000 after buying an additional 22,535 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in iShares MSCI KLD 400 Social ETF by 2.4% in the 2nd quarter. Goldman Sachs Group Inc. now owns 409,741 shares of the company’s stock valued at $29,460,000 after buying an additional 9,616 shares during the last quarter. Mariner LLC increased its position in iShares MSCI KLD 400 Social ETF by 2.0% in the 1st quarter. Mariner LLC now owns 220,480 shares of the company’s stock worth $19,098,000 after buying an additional 4,345 shares during the period. Finally, Park Avenue Securities LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 1.1% in the fourth quarter. Park Avenue Securities LLC now owns 215,118 shares of the company’s stock valued at $15,443,000 after acquiring an additional 2,245 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Down 1.8 %

Shares of DSI stock opened at $76.24 on Wednesday. iShares MSCI KLD 400 Social ETF has a 1 year low of $64.72 and a 1 year high of $82.06. The firm’s fifty day simple moving average is $76.25 and its 200 day simple moving average is $74.33. The firm has a market capitalization of $3.54 billion, a P/E ratio of 20.24 and a beta of 1.01.

iShares MSCI KLD 400 Social ETF Profile

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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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