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656,411 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Acquired by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. acquired a new stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 656,411 shares of the company’s stock, valued at approximately $53,438,000. Envestnet Portfolio Solutions […] ....

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Envestnet Portfolio Solutions Inc. Takes Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Envestnet Portfolio Solutions Inc. acquired a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) in the 3rd quarter, HoldingsChannel reports. The institutional investor acquired 656,411 shares of the company’s stock, valued at approximately $53,438,000. Other hedge funds and other institutional investors have also modified their holdings of the […] ....

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Shepherd Financial Partners LLC Reduces Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Shepherd Financial Partners LLC trimmed its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 2.7% in the 3rd quarter, HoldingsChannel reports. The firm owned 30,943 shares of the company’s stock after selling 854 shares during the quarter. Shepherd Financial Partners LLC’s holdings in iShares MSCI KLD 400 Social ETF were […] ....

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Trillium Asset Management LLC Has $5.47 Million Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Trillium Asset Management LLC lifted its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 30.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 67,130 shares of the company’s stock after buying an additional 15,657 shares during […] ....

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Accredited Investors Inc. Sells 2,833 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Accredited Investors Inc. trimmed its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 6.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 39,783 shares of the company’s stock after selling 2,833 shares during the quarter. […] ....

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