IJJ

Ishares S&p Mid-cap 400 Valu

Latest period2024 - Q4Total superinvestors130

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, 130 superinvestors own shares of Ishares S&p Mid-cap 400 Valu (IJJ), 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 Valu (IJJ), 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 Valu (IJJ) 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 Valu (IJJ) 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
Mark T Williams@Investrust
Recent Activity
New Position
2.17%
$7.772M
62,590 shares@ 124.17 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
New Position
0.72%
$2.353M
18,829 shares@ 124.97 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
0.54%
$1.851M
14,810 shares@ 124.97 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.52%
$991,573
7,760 shares@ 127.79 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.03%
$615,361
4,924 shares@ 124.98 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
New Position
0.02%
$399,497
3,197 shares@ 124.96 avg price
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
New Position
0.05%
$258,417
2,068 shares@ 124.96 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
New Position
0.01%
$5,998
48 shares@ 124.96 avg price
Todd Chyba@Trust Co
Recent Activity
New Position
0.01%
$4,249
34 shares@ 124.98 avg price