Sigma Planning Corp Lowers Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Sigma Planning Corp lowered its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 28.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 6,997 shares of the company’s stock after selling 2,836 shares during the period. Sigma Planning Corp’s holdings in iShares MSCI KLD 400 Social ETF were worth $637,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in DSI. Sheets Smith Wealth Management purchased a new position in iShares MSCI KLD 400 Social ETF during the third quarter valued at approximately $33,000. ORG Partners LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 36.0% in the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after buying an additional 173 shares in the last quarter. Sandy Spring Bank lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 52.2% in the fourth quarter. Sandy Spring Bank now owns 700 shares of the company’s stock worth $64,000 after buying an additional 240 shares in the last quarter. Oliver Lagore Vanvalin Investment Group lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.9% in the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock worth $86,000 after buying an additional 115 shares in the last quarter. Finally, Barclays PLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the second quarter worth $99,000.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock opened at $96.54 on Thursday. iShares MSCI KLD 400 Social ETF has a one year low of $76.12 and a one year high of $101.23. The company’s fifty day moving average price is $98.15 and its 200-day moving average price is $91.52. The company has a market capitalization of $4.28 billion, a PE ratio of 28.32 and a beta of 1.02.

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.