Bradley & Co. Private Wealth Management LLC Makes New $321,000 Investment in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Bradley & Co. Private Wealth Management LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSIFree Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,909 shares of the company’s stock, valued at approximately $321,000.

Other large investors also recently made changes to their positions in the company. Financial Life Planners acquired a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $38,000. Synergy Asset Management LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at $44,000. Adirondack Trust Co. lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares during the last quarter. Bristlecone Advisors LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 37.7% during the 4th quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock worth $94,000 after acquiring an additional 234 shares in the last quarter. Finally, Princeton Global Asset Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $107,000.

iShares ESG MSCI KLD 400 ETF Stock Down 0.8 %

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $109.44 on Wednesday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month high of $115.78. The firm has a market capitalization of $4.83 billion, a PE ratio of 29.01 and a beta of 1.09. The stock’s fifty day moving average is $111.94 and its 200-day moving average is $110.18.

About iShares ESG MSCI KLD 400 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 ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

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