Ownership history in MATHER GROUP, LLC. · 12 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (IWP). 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 | 731 | +86 | +13.3% | 0.00% | $104K | $142.19 |
| 2025 Q1 | REDUCED | 645 | -1,600 | -71.3% | 0.00% | $76K | $117.09 |
| 2024 Q4 | REDUCED | 2,245 | -107 | -4.5% | 0.00% | $285K | $126.22 |
| 2024 Q3 | REDUCED | 2,352 | -12 | -0.5% | 0.00% | $276K | $116.70 |
| 2024 Q2 | ADDED | 2,364 | +518 | +28.1% | 0.00% | $270K | $109.64 |
| 2024 Q1 | REDUCED | 1,846 | -34 | -1.8% | 0.00% | $193K | $113.29 |
| 2021 Q4 | REDUCED | 1,880 | -14 | -0.7% | 0.00% | $217K | $112.72 |
| 2021 Q3 | REDUCED | 1,894 | -226 | -10.7% | 0.01% | $212K | $109.54 |
| 2021 Q2 | ADDED | 2,120 | +60 | +2.9% | 0.01% | $240K | $110.52 |
| 2021 Q1 | REDUCED | 2,060 | -300 | -12.7% | 0.01% | $210K | $99.59 |
As of 2025 Q4 — sorted by position size