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IPACIPAC
Showing 9 of 31 quarters

Position history for MAMATHER GROUP, LLC.'s holdings in ISHARES TR

MATHER GROUP, LLC. holds 662,529 shares of IPAC (ISHARES TR), worth $56.4M as of 2026-Q3. The position was increased (+1.2% shares). IPAC represents 0.5% of MATHER GROUP, LLC.'s portfolio.

Current Value

$56.4M

Current Shares

662,529

Total Value Change

+$16.6M

Total Shares Change

+65,578

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
662,529
+1.2%
$56.4M0.5%$85.11
35
2026-Q2
Decreased
654,722
-0.6%
$53.6M0.5%$81.93
0
2026-Q1
Increased
658,482
+0.4%
$50.4M0.5%$75.69
41
2025-Q4
Increased
655,922
+3.1%
$48M0.5%$72.43
36
2025-Q3
Decreased
636,206
-2.6%
$46.7M0.5%$70.42
0
2025-Q2
Increased
653,467
+9.0%
$44.9M0.5%$65.89
38
2025-Q1
Decreased
599,698
-1.5%
$37.3M0.4%$58.95
0
2024-Q4
Increased
609,009
+2.0%
$37.2M0.5%$57.87
35
2024-Q3
Decreased
596,951
-3.7%
$39.8M0.5%$61.78
0

Other major holders of IPAC: ENVESTNET ASSET MANAGEMENT INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO

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