Ownership history in MATHER GROUP, LLC. · 8 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR DJ US REAL EST (IYR). 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 | 98 | — | 0% | 0.00% | $10K | $95.93 |
| 2025 Q1 | UNCHANGED | 98 | — | 0% | 0.00% | $9K | $93.53 |
| 2024 Q4 | REDUCED | 98 | -54 | -35.5% | 0.00% | $9K | $90.56 |
| 2024 Q3 | REDUCED | 152 | -530 | -77.7% | 0.00% | $15K | $98.33 |
| 2024 Q2 | ADDED | 682 | +530 | +348.7% | 0.00% | $61K | $84.10 |
| 2024 Q1 | REDUCED | 152 | -3,354 | -95.7% | 0.00% | $14K | $85.63 |
| 2020 Q1 | ADDED | 3,506 | +3,501 | +70020.0% | 0.02% | $244K | $59.73 |
| 2011 Q2 | INITIATED | 5 | — | — | 0.00% | $5K | $37.24 |
As of 2025 Q4 — sorted by position size