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 Pardo@Graypoint Llc
Recent Activity
Decreased -7.38%
0.03%
$407,744
3,263 shares@ 124.96 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -66.59%
0.04%
$391,453
3,126 shares@ 125.23 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Decreased -1.05%
0.1%
$361,605
2,894 shares@ 124.95 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Decreased -1.7%
0.02%
$295,031
2,361 shares@ 124.97 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -5.35%
0.03%
$267,173
2,138 shares@ 124.97 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Decreased -0.19%
0.02%
$254,419
2,036 shares@ 124.97 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.18%
0.02%
$239,093
1,925 shares@ 124.21 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -4%
0.09%
$204,254
1,629 shares@ 125.39 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Decreased -12.09%
0.03%
$181,692
1,454 shares@ 124.97 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -11.61%
0.01%
$63,730
510 shares@ 124.97 avg price