Stratos Wealth Advisors LLC Has $493,000 Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Stratos Wealth Advisors LLC reduced its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 15.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 4,468 shares of the company’s stock after selling 790 shares during the quarter. Stratos Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $493,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Pennsylvania Capital Management Inc. ADV boosted its position in shares of iShares MSCI KLD 400 Social ETF by 4.1% during the fourth quarter. Pennsylvania Capital Management Inc. ADV now owns 26,816 shares of the company’s stock worth $2,956,000 after purchasing an additional 1,067 shares in the last quarter. Tempus Wealth Planning LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 1.0% during the fourth quarter. Tempus Wealth Planning LLC now owns 13,531 shares of the company’s stock worth $1,492,000 after purchasing an additional 136 shares in the last quarter. Financial Life Planners bought a new position in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter worth $38,000. Princeton Global Asset Management LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter worth $107,000. Finally, JB Capital LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 23.1% during the fourth quarter. JB Capital LLC now owns 2,890 shares of the company’s stock worth $319,000 after purchasing an additional 542 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.9 %

Shares of NYSEARCA DSI opened at $111.05 on Friday. The company’s fifty day moving average is $112.66 and its 200-day moving average is $109.26. The stock has a market cap of $4.90 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a twelve month low of $94.05 and a twelve month high of $115.78.

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.