Atria Wealth Solutions Inc. Raises Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Atria Wealth Solutions Inc. grew its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 14.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 83,368 shares of the company’s stock after purchasing an additional 10,771 shares during the quarter. Atria Wealth Solutions Inc. owned approximately 0.19% of iShares MSCI KLD 400 Social ETF worth $7,591,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Morgan Stanley raised its position in shares of iShares MSCI KLD 400 Social ETF by 1.8% in the third quarter. Morgan Stanley now owns 4,492,710 shares of the company’s stock valued at $365,752,000 after buying an additional 81,233 shares during the last quarter. Bank of New York Mellon Corp raised its stake in shares of iShares MSCI KLD 400 Social ETF by 26.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock valued at $90,476,000 after acquiring an additional 235,262 shares during the period. Ameriprise Financial Inc. raised its stake in shares of iShares MSCI KLD 400 Social ETF by 2.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,027,744 shares of the company’s stock valued at $83,698,000 after acquiring an additional 27,766 shares during the period. LPL Financial LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 16.4% in the 3rd quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock valued at $56,395,000 after acquiring an additional 97,429 shares during the period. Finally, Envestnet Portfolio Solutions Inc. purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at approximately $53,438,000.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of iShares MSCI KLD 400 Social ETF stock traded up $1.23 on Friday, reaching $97.50. The company had a trading volume of 8,284 shares, compared to its average volume of 132,902. The firm’s 50 day moving average price is $98.15 and its two-hundred day moving average price is $91.56. The firm has a market cap of $4.32 billion, a PE ratio of 28.32 and a beta of 1.02. iShares MSCI KLD 400 Social ETF has a 52-week low of $76.24 and a 52-week high of $101.23.

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.