Ownership history in MATHER GROUP, LLC. · 14 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (IAGG). 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 Q4 | ADDED | 2,457,128 | +104,471 | +4.4% | 1.27% | $122.9M | $49.90 |
| 2025 Q3 | ADDED | 2,352,657 | +106,940 | +4.8% | 1.22% | $120.5M | $49.60 |
| 2025 Q2 | ADDED | 2,245,717 | +37,086 | +1.7% | 1.23% | $114.7M | $49.46 |
| 2025 Q1 | ADDED | 2,208,631 | +133,267 | +6.4% | 1.28% | $110.4M | $48.40 |
| 2024 Q4 | ADDED | 2,075,364 | +58,969 | +2.9% | 1.34% | $103.6M | $48.33 |
| 2024 Q3 | ADDED | 2,016,395 | +86,036 | +4.5% | 1.34% | $104.5M | $48.12 |
| 2024 Q2 | ADDED | 1,930,359 | +138,238 | +7.7% | 1.19% | $96.4M | $46.35 |
| 2024 Q1 | REDUCED | 1,792,121 | -9,824 | -0.5% | 1.41% | $89.2M | $46.38 |
| 2023 Q4 | ADDED | 1,801,945 | +75,253 | +4.4% | 1.41% | $89.7M | $46.24 |
| 2023 Q3 | ADDED | 1,726,692 | +69,541 | +4.2% | 1.50% | $84.2M | $43.72 |
As of 2025 Q4 — sorted by position size