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
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Decreased -1.7%
0.02%
$295,031
2,361 shares@ 124.97 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
0.01%
$292,166
2,338 shares@ 124.97 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Increased 0.5%
0.14%
$278,550
2,229 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
Scott Kapusta@First County Bank Ct
Recent Activity
0.15%
$265,540
2,125 shares@ 124.96 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.08%
$264,415
2,116 shares@ 124.96 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 0.05%
0.04%
$258,563
2,069 shares@ 124.98 avg price
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
New Position
0.05%
$258,417
2,068 shares@ 124.96 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 10.04%
0.01%
$256,347
2,051 shares@ 124.99 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