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 (STIP). 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 | 618 | +307 | +98.7% | 0.00% | $64K | $102.02 |
| 2025 Q1 | UNCHANGED | 311 | — | 0% | 0.00% | $32K | $99.46 |
| 2024 Q4 | REDUCED | 311 | -160 | -34.0% | 0.00% | $31K | $96.57 |
| 2024 Q3 | REDUCED | 471 | -2,827 | -85.7% | 0.00% | $48K | $96.65 |
| 2024 Q2 | ADDED | 3,298 | +1,174 | +55.3% | 0.00% | $328K | $94.30 |
| 2024 Q1 | REDUCED | 2,124 | -375 | -15.0% | 0.00% | $209K | $92.96 |
| 2023 Q4 | REDUCED | 2,499 | -4,752 | -65.5% | 0.00% | $246K | $92.17 |
| 2023 Q3 | REDUCED | 7,251 | -2,752 | -27.5% | 0.01% | $703K | $89.89 |
| 2023 Q2 | REDUCED | 10,003 | -1,310 | -11.6% | 0.02% | $976K | $89.59 |
| 2023 Q1 | ADDED | 11,313 | +2,098 | +22.8% | 0.02% | $1.1M | $90.15 |
As of 2025 Q4 — sorted by position size