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IPAC
Showing 8 of 29 quarters

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

MATHER GROUP, LLC. holds 658,482 shares of IPAC (ISHARES TR), worth $50.4M as of 2026-Q1. The position was increased (+0.4% shares). IPAC represents 0.5% of MATHER GROUP, LLC.'s portfolio.

Current Value

$50.4M

Current Shares

658,482

Total Value Change

+$11.1M

Total Shares Change

+38,507

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
658,482
+0.4%
$50.4M0.5%$79.09
41
2025-Q4
Increased
655,922
+3.1%
$48M0.5%$73.59
36
2025-Q3
Decreased
636,206
-2.6%
$46.7M0.5%$71.34
0
2025-Q2
Increased
653,467
+9.0%
$44.9M0.5%$66.62
38
2025-Q1
Decreased
599,698
-1.5%
$37.3M0.4%$60.03
0
2024-Q4
Increased
609,009
+2.0%
$37.2M0.5%$58.46
35
2024-Q3
Decreased
596,951
-3.7%
$39.8M0.5%$61.96
0
2024-Q2
Increased
619,975
+0.0%
$39.3M0.5%$57.41
35

Other major holders of IPAC: ENVESTNET ASSET MANAGEMENT INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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