Ownership history in MATHER GROUP, LLC. · 5 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (ICVT). 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 Q3 | ADDED | 114 | +3 | +2.7% | 0.00% | $11K | $99.25 |
| 2025 Q1 | UNCHANGED | 111 | — | 0% | 0.00% | $9K | $82.16 |
| 2024 Q4 | ADDED | 111 | +15 | +15.6% | 0.00% | $9K | $83.22 |
| 2024 Q3 | ADDED | 96 | +22 | +29.7% | 0.00% | $8K | $81.26 |
As of 2025 Q4 — sorted by position size