iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC decreased its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 17.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,629 shares of the company’s stock after selling 2,015 shares during the quarter. Onyx Bridge Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $877,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Oliver Lagore Vanvalin Investment Group lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.9% during the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock worth $86,000 after purchasing an additional 115 shares during the period. Gould Asset Management LLC CA lifted its holdings in iShares MSCI KLD 400 Social ETF by 3.1% in the third quarter. Gould Asset Management LLC CA now owns 4,437 shares of the company’s stock valued at $361,000 after acquiring an additional 134 shares during the period. Hilltop Holdings Inc. lifted its holdings in iShares MSCI KLD 400 Social ETF by 0.6% in the second quarter. Hilltop Holdings Inc. now owns 23,769 shares of the company’s stock valued at $2,001,000 after acquiring an additional 136 shares during the period. Bartlett & CO. Wealth Management LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 2.8% in the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 5,213 shares of the company’s stock valued at $476,000 after acquiring an additional 140 shares during the period. Finally, Captrust Financial Advisors lifted its holdings in iShares MSCI KLD 400 Social ETF by 1.5% in the second quarter. Captrust Financial Advisors now owns 10,192 shares of the company’s stock valued at $733,000 after acquiring an additional 151 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

NYSEARCA:DSI traded down $1.04 during trading hours on Friday, reaching $94.27. The company had a trading volume of 84,823 shares, compared to its average volume of 137,116. iShares MSCI KLD 400 Social ETF has a 1-year low of $76.12 and a 1-year high of $101.23. The firm has a market cap of $4.18 billion, a PE ratio of 28.32 and a beta of 1.02. The business’s 50 day moving average price is $98.12 and its 200-day moving average price is $91.14.

About iShares MSCI KLD 400 Social 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.