12,280 Shares in iShares ESG MSCI KLD 400 ETF $DSI Bought by WHI TRUST Co LLC

WHI TRUST Co LLC bought a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 12,280 shares of the company’s stock, valued at approximately $1,582,000. iShares ESG MSCI KLD 400 ETF accounts for about 1.2% of WHI TRUST Co LLC’s portfolio, making the stock its 8th biggest position.

Other institutional investors have also recently bought and sold shares of the company. Financial Life Planners bought a new position in iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth $38,000. Qube Research & Technologies Ltd raised its holdings in iShares ESG MSCI KLD 400 ETF by 1,222.6% in the 3rd quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after acquiring an additional 379 shares during the period. Ameriflex Group Inc. raised its holdings in iShares ESG MSCI KLD 400 ETF by 27.8% in the 3rd quarter. Ameriflex Group Inc. now owns 597 shares of the company’s stock worth $75,000 after acquiring an additional 130 shares during the period. Triumph Capital Management bought a new position in iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth $77,000. Finally, Palisade Asset Management LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth $125,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $142.80 on Friday. The company has a market capitalization of $5.37 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a one year low of $108.46 and a one year high of $143.20. The company’s fifty day moving average price is $128.82 and its 200 day moving average price is $128.99.

iShares ESG MSCI KLD 400 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.