iShares ESG MSCI KLD 400 ETF $DSI Shares Purchased by Choreo LLC

Choreo LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 7.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 57,361 shares of the company’s stock after purchasing an additional 3,840 shares during the period. Choreo LLC owned 0.15% of iShares ESG MSCI KLD 400 ETF worth $8,385,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the company. Bank of New York Mellon Corp lifted its stake in iShares ESG MSCI KLD 400 ETF by 57.7% in the 1st quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock valued at $152,037,000 after purchasing an additional 459,248 shares during the last quarter. IMA Advisory Services Inc. increased its position in iShares ESG MSCI KLD 400 ETF by 1.1% during the first quarter. IMA Advisory Services Inc. now owns 412,576 shares of the company’s stock worth $49,743,000 after buying an additional 4,652 shares during the last quarter. Park Avenue Securities LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the third quarter worth approximately $24,490,000. Ameritas Advisory Services LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 53.0% in the second quarter. Ameritas Advisory Services LLC now owns 146,299 shares of the company’s stock valued at $20,831,000 after buying an additional 50,666 shares during the period. Finally, Gemmer Asset Management LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 0.6% in the second quarter. Gemmer Asset Management LLC now owns 139,453 shares of the company’s stock valued at $19,857,000 after buying an additional 764 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Down 2.1%

DSI opened at $142.93 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $117.08 and a 12-month high of $150.74. The stock has a market cap of $5.35 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. The business has a 50 day moving average of $146.71 and a 200-day moving average of $137.96.

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. 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.