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 (USXF). 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 | REDUCED | 179 | -114 | -38.9% | 0.00% | $10K | $57.01 |
| 2025 Q1 | ADDED | 293 | +108 | +58.4% | 0.00% | $14K | $46.20 |
| 2024 Q4 | ADDED | 185 | +52 | +39.1% | 0.00% | $9K | $49.12 |
| 2024 Q3 | ADDED | 133 | +65 | +95.6% | 0.00% | $7K | $48.33 |
| 2024 Q2 | REDUCED | 68 | -2 | -2.9% | 0.00% | $3K | $45.74 |
| 2024 Q1 | INITIATED | 70 | — | — | 0.00% | $3K | — |
As of 2025 Q4 — sorted by position size