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
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 8.31%
0.11%
$229,615
1,826 shares@ 125.75 avg price
Kalon Hoard@Holland Advisory Services, Inc.
Recent Activity
Increased 0.51%
0.3%
$224,179
1,794 shares@ 124.97 avg price
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Increased 0.41%
0.03%
$62,530
500 shares@ 125.06 avg price
Chris Ammann@Perkins Coie Trust Co
Recent Activity
Increased 352.95%
0.02%
$48,109
385 shares@ 124.96 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 0.5%
0.01%
$25,208
202 shares@ 124.8 avg price