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
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
0.09%
$1.338M
10,709 shares@ 124.96 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Decreased -29.32%
0.35%
$1.176M
9,408 shares@ 124.97 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -5.66%
0.03%
$1.153M
9,225 shares@ 124.97 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -3.46%
0.05%
$1.087M
8,695 shares@ 124.96 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
0.22%
$1.073M
8,588 shares@ 124.96 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 1.76%
0.09%
$1.057M
8,461 shares@ 124.97 avg price
David J. Middleton@Murphy, Middleton, Hinkle & Parker, Inc.
Recent Activity
Increased 108.33%
0.57%
$991,347
7,933 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
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
0.03%
$928,578
7,431 shares@ 124.97 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Decreased -3.65%
0.09%
$899,066
7,195 shares@ 124.96 avg price