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
Rana Choubah@Meridian Financial, Llc
Recent Activity
Increased 0.19%
0.62%
$891,983
7,138 shares@ 124.97 avg price
Keith Mahan@Stonecrest Wealth Management, Inc.
Recent Activity
Decreased -1.91%
0.57%
$865,223
6,924 shares@ 124.96 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Increased 5.09%
0.06%
$797,370
6,381 shares@ 124.97 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -0.62%
0.31%
$792,121
6,339 shares@ 124.96 avg price
Marcus L. Ware@Harbour Capital Advisors, Llc
Recent Activity
Decreased -2.08%
0.18%
$767,570
6,120 shares@ 125.42 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 0.64%
0.07%
$732,890
5,865 shares@ 124.96 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
0.15%
$647,168
5,179 shares@ 124.97 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Decreased -0.09%
0.29%
$644,222
5,155 shares@ 124.98 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.03%
$615,361
4,924 shares@ 124.98 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
0.1%
$603,596
4,830 shares@ 124.97 avg price