iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Apollon Wealth Management LLC

Apollon Wealth Management LLC lessened its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 7.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,989 shares of the company’s stock after selling 730 shares during the quarter. Apollon Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $991,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. US Bancorp DE lifted its stake in iShares MSCI KLD 400 Social ETF by 121.9% in the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after buying an additional 214,048 shares during the last quarter. Ameritas Advisory Services LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after buying an additional 68,980 shares during the last quarter. Erste Asset Management GmbH bought a new stake in iShares MSCI KLD 400 Social ETF in the third quarter valued at $4,107,000. Thrivent Financial for Lutherans lifted its stake in iShares MSCI KLD 400 Social ETF by 35.4% in the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after buying an additional 32,957 shares during the last quarter. Finally, McClarren Financial Advisors Inc. lifted its stake in iShares MSCI KLD 400 Social ETF by 4,031.6% in the third quarter. McClarren Financial Advisors Inc. now owns 21,443 shares of the company’s stock valued at $2,333,000 after buying an additional 20,924 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock opened at $111.50 on Wednesday. The stock has a market capitalization of $4.92 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The stock’s fifty day moving average is $112.54 and its two-hundred day moving average is $109.43.

iShares MSCI KLD 400 Social ETF Company 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.