IJK

Ishares S&p Mid-cap 400 Grow

Latest period2024 - Q4Total superinvestors162

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 162 superinvestors own shares of Ishares S&p Mid-cap 400 Grow (IJK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares S&p Mid-cap 400 Grow (IJK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares S&p Mid-cap 400 Grow (IJK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares S&p Mid-cap 400 Grow (IJK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Increased 8.6%
3.4%
$24.281M
265,167 shares@ 91.58 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 2.07%
1.66%
$23.952M
263,408 shares@ 90.94 avg price
Stefanie Porter@White Pine Investment Co
Recent Activity
Increased 58.93%
2.36%
$8.702M
95,697 shares@ 90.94 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 1.22%
2.46%
$6.451M
70,948 shares@ 90.94 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.4%
0.01%
$3.81M
41,443 shares@ 91.94 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 24.75%
0.2%
$3.543M
38,960 shares@ 90.94 avg price
Peter L. Maltin@Maltin Wealth Management, Inc.
Recent Activity
Increased 8.78%
1.34%
$2.727M
29,991 shares@ 90.93 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Increased 5.81%
0.68%
$2.634M
28,965 shares@ 90.93 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Increased 0.02%
0.32%
$2.437M
26,803 shares@ 90.93 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Increased 11.78%
0.18%
$1.358M
14,930 shares@ 90.94 avg price