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
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -0.84%
0.04%
$515,210
4,123 shares@ 124.96 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -6.33%
0.02%
$469,294
3,756 shares@ 124.95 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 5.95%
0.02%
$440,734
3,527 shares@ 124.97 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Increased 0.55%
0.06%
$437,555
3,502 shares@ 124.95 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Increased 2.95%
0.1%
$423,193
3,430 shares@ 123.38 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
0.07%
$427,363
3,420 shares@ 124.96 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -7.38%
0.03%
$407,744
3,263 shares@ 124.96 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
New Position
0.02%
$399,497
3,197 shares@ 124.96 avg price
Anita K Bost@Heartwood Wealth Advisors Llc
Recent Activity
0.05%
$397,373
3,180 shares@ 124.97 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -66.59%
0.04%
$391,453
3,126 shares@ 125.23 avg price