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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -0.94%
0.08%
$2.142M
17,141 shares@ 124.97 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Increased 0.39%
0.7%
$2.139M
17,121 shares@ 124.96 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 573.57%
0.07%
$2.144M
16,664 shares@ 128.68 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 0.86%
0.41%
$2.015M
16,123 shares@ 124.97 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -2.33%
0.53%
$1.858M
14,871 shares@ 124.96 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
0.54%
$1.851M
14,810 shares@ 124.97 avg price
James S. Riswold@Corundum Trust Company, Inc
Recent Activity
Decreased -3.07%
4.94%
$1.645M
13,166 shares@ 124.96 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -3.06%
0.04%
$1.555M
12,442 shares@ 124.97 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
0.14%
$1.474M
11,793 shares@ 124.96 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -5.16%
0.19%
$1.37M
10,961 shares@ 124.97 avg price