Oregon Pacific Wealth Management LLC Buys Shares of 5,561 iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Oregon Pacific Wealth Management LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 5,561 shares of the company’s stock, valued at approximately $613,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Horst & Graben Wealth Management LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 0.5% in the 4th quarter. Horst & Graben Wealth Management LLC now owns 33,294 shares of the company’s stock valued at $3,671,000 after buying an additional 177 shares in the last quarter. Golden State Equity Partners lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 717.9% during the fourth quarter. Golden State Equity Partners now owns 4,744 shares of the company’s stock worth $523,000 after buying an additional 4,164 shares during the last quarter. Brio Consultants LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 7.7% during the fourth quarter. Brio Consultants LLC now owns 55,693 shares of the company’s stock worth $6,140,000 after buying an additional 3,993 shares during the last quarter. Dohj LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 0.3% during the fourth quarter. Dohj LLC now owns 49,883 shares of the company’s stock worth $5,500,000 after buying an additional 151 shares during the last quarter. Finally, Concord Asset Management LLC VA lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 10.8% during the fourth quarter. Concord Asset Management LLC VA now owns 3,934 shares of the company’s stock worth $434,000 after buying an additional 385 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.6 %

Shares of DSI stock opened at $112.00 on Monday. iShares MSCI KLD 400 Social ETF has a 12 month low of $92.70 and a 12 month high of $115.78. The firm has a market cap of $4.94 billion, a PE ratio of 29.01 and a beta of 1.09. The stock has a 50 day moving average of $112.84 and a 200-day moving average of $109.11.

About iShares MSCI KLD 400 Social 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.