Ownership history in Donor Advised Charitable Giving, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, Inc. reported a position in ISHARES TR (FLOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 14,388 | +226 | +1.6% | 0.02% | $732K | $50.52 |
| 2025 Q3 | ADDED | 14,162 | +174 | +1.2% | 0.01% | $723K | $49.95 |
| 2025 Q2 | ADDED | 13,988 | +173 | +1.3% | 0.01% | $714K | $49.27 |
| 2025 Q1 | REDUCED | 13,815 | -14,629 | -51.4% | 0.02% | $705K | $48.70 |
| 2024 Q4 | ADDED | 28,444 | +514 | +1.8% | 0.03% | $1.4M | $48.16 |
| 2024 Q3 | ADDED | 27,930 | +416 | +1.5% | 0.03% | $1.4M | $47.44 |
| 2024 Q2 | ADDED | 27,514 | +408 | +1.5% | 0.03% | $1.4M | $46.78 |
| 2024 Q1 | ADDED | 27,106 | +265 | +1.0% | 2.54% | $1.4M | $46.05 |
| 2023 Q4 | INITIATED | 26,841 | — | — | 0.07% | $1.4M | — |
As of 2025 Q4 — sorted by position size