Meridian Wealth Management LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,447 shares of the company’s stock, valued at approximately $311,000. A number of other hedge funds and other institutional investors have also bought and sold shares of DSI. ORG Partners LLC increased its position in iShares MSCI KLD 400 Social ETF by 36.0% during the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after acquiring an additional 173 shares during the period. Sandy Spring Bank lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 52.2% in the fourth quarter. Sandy Spring Bank now owns 700 shares of the company’s stock valued at $64,000 after buying an additional 240 shares during the period. Oliver Lagore Vanvalin Investment Group lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 13.9% in the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock valued at $86,000 after buying an additional 115 shares during the period. Parkside Financial Bank & Trust bought a new position in iShares MSCI KLD 400 Social ETF during the fourth quarter valued at about $112,000. Finally, Private Trust Co. NA raised its holdings in iShares MSCI KLD 400 Social ETF by 72.2% in the 4th quarter. Private Trust Co. NA now owns 1,231 shares of the company’s stock valued at $112,000 after acquiring an additional 516 shares in the last quarter. iShares MSCI KLD 400 Social ETF Trading Up 0.0 % DSI opened at $100.97 on Monday. The stock’s 50 day simple moving average is $98.62 and its 200-day simple moving average is $93.62. The stock has a market cap of $4.46 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1 year low of $77.39 and a 1 year high of $101.38. iShares MSCI KLD 400 Social ETF Profile (Free Report) 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.
![]() DSI In 1 month Estimated | Other | $0.26 Per Share |
![]() DSI 1 month ago Paid | Other | $0.26 Per Share |
![]() DSI 4 months ago Paid | Quarterly | $0.28 Per Share |
![]() DSI 7 months ago Paid | Quarterly | $0.32 Per Share |
![]() DSI 9 months ago Paid | Quarterly | $0.35 Per Share |
![]() DSI 11 Jun 2024 Paid | Quarterly | $0.22 Per Share |
![]() DSI In 1 month Estimated | Other | $0.26 Per Share |
![]() DSI 1 month ago Paid | Other | $0.26 Per Share |
![]() DSI 4 months ago Paid | Quarterly | $0.28 Per Share |
![]() DSI 7 months ago Paid | Quarterly | $0.32 Per Share |
![]() DSI 9 months ago Paid | Quarterly | $0.35 Per Share |
![]() DSI 11 Jun 2024 Paid | Quarterly | $0.22 Per Share |
ARCA Exchange | US Country |
The fund is an investment vehicle that primarily focuses on holding assets which align with environmental, social, and governance (ESG) criteria, targeting investors who are looking to make a positive impact alongside their investment returns. It operates by investing a significant portion of its assets, at least 90%, in securities that form part of the underlying index it tracks. This underlying index is meticulously selected to ensure it reflects companies within the U.S. market demonstrating strong ESG characteristics. By emphasizing on free float-adjusted market capitalization, the fund aims to provide a diversified exposure to potential investors, prioritizing firms that succeed in integrating ESG principles into their operational and business models.
The primary offering includes: