Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (IUSG). 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 | 323 | +58 | +21.9% | 0.00% | $53K | $164.10 |
| 2025 Q1 | UNCHANGED | 265 | — | 0% | 0.00% | $34K | $126.36 |
| 2024 Q4 | UNCHANGED | 265 | — | 0% | 0.00% | $37K | $138.38 |
| 2024 Q3 | REDUCED | 265 | -125 | -32.1% | 0.00% | $35K | $130.76 |
| 2024 Q2 | ADDED | 390 | +279 | +251.4% | 0.00% | $46K | $126.13 |
| 2024 Q1 | INITIATED | 111 | — | — | 0.00% | $12K | — |
As of 2025 Q4 — sorted by position size