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 (VLUE). 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 | 803 | — | 0% | 0.00% | $100K | $123.77 |
| 2025 Q1 | UNCHANGED | 803 | — | 0% | 0.00% | $86K | $104.28 |
| 2024 Q4 | UNCHANGED | 803 | — | 0% | 0.00% | $85K | $102.62 |
| 2024 Q3 | REDUCED | 803 | -52 | -6.1% | 0.00% | $88K | $105.22 |
| 2024 Q2 | UNCHANGED | 855 | — | 0% | 0.00% | $93K | $99.06 |
| 2024 Q1 | INITIATED | 855 | — | — | 0.00% | $86K | — |
As of 2025 Q4 — sorted by position size