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
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 1.5%
2.05%
$29.633M
237,137 shares@ 124.97 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.1%
0.03%
$11.947M
96,642 shares@ 123.62 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 2.08%
3.81%
$10.06M
80,504 shares@ 124.97 avg price
Mark T Williams@Investrust
Recent Activity
New Position
2.17%
$7.772M
62,590 shares@ 124.17 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Decreased -3%
1.01%
$7.789M
62,330 shares@ 124.97 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 1.01%
2.54%
$6.658M
53,278 shares@ 124.97 avg price
Jeffrey P Gribben@First Citizens Financial Corp
Recent Activity
Decreased -1.26%
3.21%
$5.901M
47,222 shares@ 124.96 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 12.43%
0.14%
$5.736M
45,899 shares@ 124.97 avg price
Mark Andraos@Hudson Capital Management Llc
Recent Activity
Decreased -4.97%
1.67%
$5.354M
42,845 shares@ 124.97 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -7.96%
1.11%
$5.262M
42,106 shares@ 124.96 avg price