Ownership history in MATHER GROUP, LLC. · 12 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (TIP). 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 | 600 | -415 | -40.9% | 0.00% | $67K | $110.00 |
| 2025 Q1 | REDUCED | 1,015 | -157 | -13.4% | 0.00% | $113K | $107.33 |
| 2024 Q4 | REDUCED | 1,172 | -815 | -41.0% | 0.00% | $125K | $102.95 |
| 2024 Q3 | REDUCED | 1,987 | -2,703 | -57.6% | 0.00% | $220K | $106.18 |
| 2024 Q2 | ADDED | 4,690 | +1,761 | +60.1% | 0.01% | $504K | $102.03 |
| 2024 Q1 | REDUCED | 2,929 | -464 | -13.7% | 0.00% | $315K | $101.20 |
| 2023 Q4 | ADDED | 3,393 | +1,497 | +79.0% | 0.01% | $365K | $101.27 |
| 2022 Q1 | ADDED | 1,896 | +276 | +17.0% | 0.00% | $236K | $107.78 |
| 2020 Q3 | REDUCED | 1,620 | -2,697 | -62.5% | 0.01% | $205K | $103.54 |
| 2020 Q2 | ADDED | 4,317 | +288 | +7.1% | 0.02% | $531K | $100.67 |
As of 2025 Q4 — sorted by position size