Tempus Wealth Planning LLC Purchases 169 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Tempus Wealth Planning LLC raised its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,395 shares of the company’s stock after acquiring an additional 169 shares during the quarter. Tempus Wealth Planning LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,457,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Eastern Bank acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $58,000. Vicus Capital grew its holdings in iShares MSCI KLD 400 Social ETF by 0.7% in the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after purchasing an additional 119 shares during the period. Trilogy Capital Inc. bought a new stake in iShares MSCI KLD 400 Social ETF in the third quarter valued at $224,000. McClarren Financial Advisors Inc. raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 4,031.6% during the third quarter. McClarren Financial Advisors Inc. now owns 21,443 shares of the company’s stock valued at $2,333,000 after purchasing an additional 20,924 shares during the period. Finally, Revolve Wealth Partners LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 3.8% during the 3rd quarter. Revolve Wealth Partners LLC now owns 16,549 shares of the company’s stock worth $1,800,000 after purchasing an additional 606 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $110.32 on Wednesday. The business has a 50-day simple moving average of $106.91 and a 200 day simple moving average of $103.38. iShares MSCI KLD 400 Social ETF has a one year low of $77.47 and a one year high of $110.97. The firm has a market capitalization of $4.87 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Profile

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.