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 (IUSV). 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 | 463 | -376 | -44.8% | 0.00% | $46K | $99.04 |
| 2025 Q1 | ADDED | 839 | +200 | +31.3% | 0.00% | $77K | $90.59 |
| 2024 Q4 | UNCHANGED | 639 | — | 0% | 0.00% | $59K | $90.52 |
| 2024 Q3 | UNCHANGED | 639 | — | 0% | 0.00% | $61K | $92.82 |
| 2024 Q2 | ADDED | 639 | +41 | +6.9% | 0.00% | $58K | $85.15 |
| 2024 Q1 | INITIATED | 598 | — | — | 0.00% | $50K | — |
As of 2025 Q4 — sorted by position size