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 (IWC). 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 | UNCHANGED | 639 | — | 0% | 0.00% | $95K | $148.19 |
| 2025 Q1 | UNCHANGED | 639 | — | 0% | 0.00% | $71K | $109.65 |
| 2024 Q4 | UNCHANGED | 639 | — | 0% | 0.00% | $83K | $128.59 |
| 2024 Q3 | UNCHANGED | 639 | — | 0% | 0.00% | $79K | $121.29 |
| 2024 Q2 | UNCHANGED | 639 | — | 0% | 0.00% | $77K | $111.74 |
| 2024 Q1 | INITIATED | 639 | — | — | 0.00% | $74K | — |
As of 2025 Q4 — sorted by position size