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 (ITOT). 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 | REDUCED | 59,298 | -131 | -0.2% | 0.20% | $8.8M | $148.36 |
| 2025 Q3 | ADDED | 59,429 | +169 | +0.3% | 0.17% | $8.7M | $144.85 |
| 2025 Q2 | ADDED | 59,260 | +163 | +0.3% | 0.16% | $8.0M | $133.91 |
| 2025 Q1 | ADDED | 59,097 | +173 | +0.3% | 0.21% | $7.2M | $120.63 |
| 2024 Q4 | ADDED | 58,924 | +213 | +0.4% | 0.17% | $7.6M | $126.80 |
| 2024 Q3 | ADDED | 58,711 | +218 | +0.4% | 0.18% | $7.4M | $123.41 |
| 2024 Q2 | ADDED | 58,493 | +166 | +0.3% | 0.16% | $6.9M | $116.26 |
| 2024 Q1 | ADDED | 58,327 | +155 | +0.3% | 12.35% | $6.7M | $112.53 |
| 2023 Q4 | INITIATED | 58,172 | — | — | 0.33% | $6.1M | — |
As of 2025 Q4 — sorted by position size