Ownership history in Donor Advised Charitable Giving, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, Inc. reported a position in ISHARES TR (IVV). 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 | 4,813 | +6 | +0.1% | 0.07% | $3.3M | $683.12 |
| 2025 Q3 | REDUCED | 4,807 | -1,879 | -28.1% | 0.06% | $3.2M | $665.17 |
| 2025 Q2 | ADDED | 6,686 | +275 | +4.3% | 0.09% | $4.2M | $615.21 |
| 2025 Q1 | ADDED | 6,411 | +1,056 | +19.7% | 0.10% | $3.6M | $555.02 |
| 2024 Q4 | ADDED | 5,355 | +1,722 | +47.4% | 0.07% | $3.2M | $579.67 |
| 2024 Q3 | REDUCED | 3,633 | -85 | -2.3% | 0.05% | $2.1M | $566.00 |
| 2024 Q2 | REDUCED | 3,718 | -83 | -2.2% | 0.05% | $2.0M | $534.89 |
| 2024 Q1 | REDUCED | 3,801 | -134 | -3.4% | 3.67% | $2.0M | $512.33 |
| 2023 Q4 | ADDED | 3,935 | +930 | +30.9% | 0.10% | $1.9M | $463.98 |
| 2023 Q3 | REDUCED | 3,005 | -230 | -7.1% | 0.08% | $1.3M | $415.48 |
As of 2025 Q4 — sorted by position size