Ownership history in Donor Advised Charitable Giving, Inc. · 24 quarters on record
This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, Inc. reported a position in ISHARES TR (SCZ). 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 | 9,765 | -62 | -0.6% | 0.02% | $757K | $77.53 |
| 2025 Q3 | REDUCED | 9,827 | -178 | -1.8% | 0.02% | $754K | $75.25 |
| 2025 Q2 | REDUCED | 10,005 | -190 | -1.9% | 0.01% | $727K | $71.29 |
| 2025 Q1 | REDUCED | 10,195 | -20 | -0.2% | 0.02% | $648K | $61.39 |
| 2024 Q4 | ADDED | 10,215 | +231 | +2.3% | 0.01% | $621K | $58.70 |
| 2024 Q3 | REDUCED | 9,984 | -82 | -0.8% | 0.02% | $676K | $64.15 |
| 2024 Q2 | ADDED | 10,066 | +277 | +2.8% | 0.01% | $620K | $58.40 |
| 2024 Q1 | ADDED | 9,789 | +151 | +1.6% | 1.14% | $620K | $59.16 |
| 2023 Q4 | ADDED | 9,638 | +551 | +6.1% | 0.03% | $597K | $57.82 |
| 2023 Q3 | UNCHANGED | 9,087 | — | 0% | 0.03% | $513K | $52.04 |
As of 2025 Q4 — sorted by position size