SVB Wealth LLC Purchases Shares of 6,487 iShares ESG MSCI KLD 400 ETF $DSI

SVB Wealth LLC purchased a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 6,487 shares of the company’s stock, valued at approximately $754,000.

A number of other large investors have also recently made changes to their positions in DSI. Kilter Group LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter valued at $25,000. Hantz Financial Services Inc. purchased a new stake in iShares ESG MSCI KLD 400 ETF during the 2nd quarter valued at about $48,000. SouthState Corp purchased a new stake in iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at about $64,000. Oliver Lagore Vanvalin Investment Group acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the second quarter valued at about $75,000. Finally, Atlantic Union Bankshares Corp purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the second quarter worth about $81,000.

iShares ESG MSCI KLD 400 ETF Stock Up 0.0%

iShares ESG MSCI KLD 400 ETF stock opened at $128.93 on Wednesday. The stock has a 50-day moving average price of $127.33 and a 200 day moving average price of $121.61. The company has a market capitalization of $5.03 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 52 week low of $89.16 and a 52 week high of $131.54.

iShares ESG MSCI KLD 400 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.