Liberty Wealth Management LLC Buys New Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Liberty Wealth Management LLC bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 771 shares of the company’s stock, valued at approximately $71,000.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Harborview Advisors LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 3.5% in the fourth quarter. Harborview Advisors LLC now owns 3,027 shares of the company’s stock valued at $282,000 after purchasing an additional 103 shares during the period. Accredited Investors Inc. lifted its stake in iShares MSCI KLD 400 Social ETF by 4.3% in the fourth quarter. Accredited Investors Inc. now owns 3,161 shares of the company’s stock worth $294,000 after acquiring an additional 131 shares during the last quarter. WoodTrust Financial Corp lifted its stake in iShares MSCI KLD 400 Social ETF by 6.1% in the fourth quarter. WoodTrust Financial Corp now owns 2,325 shares of the company’s stock worth $216,000 after acquiring an additional 133 shares during the last quarter. Trust Department MB Financial Bank N A lifted its stake in iShares MSCI KLD 400 Social ETF by 4.8% in the fourth quarter. Trust Department MB Financial Bank N A now owns 3,000 shares of the company’s stock worth $279,000 after acquiring an additional 138 shares during the last quarter. Finally, Cerity Partners LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 6.4% in the fourth quarter. Cerity Partners LLC now owns 2,348 shares of the company’s stock worth $218,000 after acquiring an additional 141 shares during the last quarter.

Shares of NYSEARCA:DSI traded down $0.13 during trading on Wednesday, hitting $109.38. 23,714 shares of the company were exchanged, compared to its average volume of 79,090. iShares MSCI KLD 400 Social ETF has a 12-month low of $87.16 and a 12-month high of $109.80.

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 26th. Stockholders of record on Thursday, March 21st were issued a $0.4322 dividend. The ex-dividend date of this dividend was Wednesday, March 20th. This represents a $1.73 dividend on an annualized basis and a dividend yield of 1.58%.

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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.

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Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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