Ownership history in MATHER GROUP, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (LRGF). 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 | ADDED | 766 | +1 | +0.1% | 0.00% | $53K | $68.65 |
| 2025 Q1 | UNCHANGED | 765 | — | 0% | 0.00% | $44K | $57.18 |
| 2024 Q4 | REDUCED | 765 | -278 | -26.7% | 0.00% | $46K | $59.45 |
| 2024 Q3 | REDUCED | 1,043 | -773 | -42.6% | 0.00% | $61K | $57.71 |
| 2024 Q2 | REDUCED | 1,816 | -314 | -14.7% | 0.00% | $98K | $54.48 |
| 2024 Q1 | REDUCED | 2,130 | -10,754 | -83.5% | 0.00% | $103K | $52.50 |
| 2023 Q2 | REDUCED | 12,884 | -16,882 | -56.7% | 0.01% | $574K | $42.97 |
| 2023 Q1 | REDUCED | 29,766 | -416 | -1.4% | 0.02% | $1.2M | $39.82 |
| 2022 Q4 | ADDED | 30,182 | +2,883 | +10.6% | 0.02% | $1.2M | $37.32 |
| 2022 Q3 | INITIATED | 27,299 | — | — | 0.02% | $989K | $34.49 |
As of 2025 Q4 — sorted by position size