Theory Financial LLC Buys 2,885 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Theory Financial LLC lifted its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 112.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,460 shares of the company’s stock after acquiring an additional 2,885 shares during the period. Theory Financial LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $602,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. US Bancorp DE grew its position in iShares ESG MSCI KLD 400 ETF by 121.9% during the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after buying an additional 214,048 shares in the last quarter. Ameritas Advisory Services LLC grew its position in iShares ESG MSCI KLD 400 ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after buying an additional 68,980 shares in the last quarter. Rockefeller Capital Management L.P. grew its position in iShares ESG MSCI KLD 400 ETF by 5.6% during the third quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock worth $17,906,000 after buying an additional 8,791 shares in the last quarter. Manchester Capital Management LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 5.6% in the 4th quarter. Manchester Capital Management LLC now owns 131,871 shares of the company’s stock worth $14,539,000 after purchasing an additional 7,012 shares in the last quarter. Finally, Gemmer Asset Management LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 5.3% in the 3rd quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock worth $13,813,000 after purchasing an additional 6,440 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 1.9 %

DSI opened at $110.90 on Friday. The stock has a 50-day moving average price of $112.03 and a 200-day moving average price of $109.94. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month high of $115.78. The stock has a market capitalization of $4.90 billion, a P/E ratio of 29.01 and a beta of 1.09.

About iShares ESG MSCI KLD 400 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.