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
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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -3.77%
0.07%
$2.22M
23,536 shares@ 94.33 avg price
James S. Riswold@Corundum Trust Company, Inc
Recent Activity
Decreased -1.98%
5.94%
$1.977M
21,744 shares@ 90.94 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -4.43%
0.54%
$1.905M
20,948 shares@ 90.94 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
0.8%
$1.875M
20,650 shares@ 90.78 avg price
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
Decreased -1.45%
0.3%
$1.57M
17,261 shares@ 90.94 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.08%
$1.563M
17,184 shares@ 90.93 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Decreased -1.19%
0.33%
$1.425M
15,445 shares@ 92.28 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.74%
$1.407M
15,037 shares@ 93.55 avg price