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iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) Institutional Ownership

iShares iBonds Dec 2027 Term Muni Bond ETF logo
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$17.72M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$350.41K
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IBMP Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Lbmc Investment Advisors LLC297,290$7.47M0.6%+8.5%1.764%
1/10/2025 Praetorian Wealth Management Inc.244,645$6.15M1.5%-1.3%1.452%
1/10/2025 Heartwood Wealth Advisors LLC709,060$17.83M2.0%+0.8%4.208%
1/2/2025 Confluence Investment Management LLC40,821$1.03M0.0%-1.1%0.242%
12/26/2024JPMorgan Chase & Co.37,761$961K0.0%N/A0.224%
11/15/2024Integrated Wealth Concepts LLC111,753$2.84M0.0%+30.7%0.663%
11/14/2024Captrust Financial Advisors25,791$656K0.0%+26.5%0.153%
11/5/2024Prime Capital Investment Advisors LLC12,475$317K0.0%-6.7%0.074%
11/1/2024Leavell Investment Management Inc.57,912$1.47M0.1%+115.9%0.344%
11/1/2024Sonata Capital Group Inc.7,880$201K0.1%N/A0.047%
10/31/2024 Confluence Investment Management LLC41,256$1.05M0.0%+2.5%0.245%
10/31/2024Spinnaker Trust30,105$766K0.0%+6.8%0.179%
10/29/2024Blue Square Asset Management LLC48,502$1.23M0.7%-2.2%0.288%
10/25/2024 True Link Financial Advisors LLC8,592$219K0.0%N/A0.051%
10/8/2024 Lbmc Investment Advisors LLC273,962$6.97M0.6%+34.8%1.626%
10/8/2024 Heartwood Wealth Advisors LLC703,716$17.91M2.0%+4.0%4.176%
10/2/2024 Praetorian Wealth Management Inc.247,941$6.31M1.6%+0.5%1.471%
8/8/2024Parallel Advisors LLC17,447$436K0.0%+22.5%0.104%
7/31/2024Spinnaker Trust28,200$705K0.0%+4.5%0.167%
7/25/2024Hills Bank & Trust Co297,192$7.43M0.6%+2.1%1.764%
7/23/2024Exchange Capital Management Inc.13,111$328K0.1%N/A0.078%
7/17/2024Archford Capital Strategies LLC17,159$429K0.1%+12.3%0.102%
7/15/2024Newman Dignan & Sheerar Inc.70,293$1.76M0.5%+7.7%0.417%
7/11/2024 Lbmc Investment Advisors LLC203,274$5.08M0.4%+29.3%1.206%
7/10/2024 Praetorian Wealth Management Inc.246,655$6.17M1.6%-2.9%1.464%
7/1/2024 Confluence Investment Management LLC40,259$1.01M0.0%+30.1%0.239%
5/17/2024Comerica Bank17,027$429K0.0%+13.1%0.101%
5/1/2024 Janney Montgomery Scott LLC16,129$406K0.0%+28.7%0.096%
4/24/2024Leavell Investment Management Inc.10,126$255K0.0%+11.0%0.060%
4/24/2024Archford Capital Strategies LLC15,274$384K0.1%+8.3%0.091%
4/12/2024 Lbmc Investment Advisors LLC157,191$3.96M0.3%+306.1%1.436%
4/10/2024 Praetorian Wealth Management Inc.253,991$6.39M1.7%+6.4%2.320%
4/2/2024 Heartwood Wealth Advisors LLC663,399$16.70M2.1%+7.3%6.058%
4/1/2024 Confluence Investment Management LLC30,934$779K0.0%N/A0.283%
2/12/2024Arrow Financial Corp9,454$240K0.0%-8.5%0.086%
2/7/2024Hills Bank & Trust Co291,068$7.40M0.7%+80.3%2.658%
2/2/2024Spinnaker Trust9,223$234K0.0%N/A0.084%
1/26/2024Sandy Spring Bank38,745$985K0.0%+2.4%0.354%
1/24/2024Prime Capital Investment Advisors LLC14,426$367K0.0%+5.4%0.132%
1/23/2024Leavell Investment Management Inc.9,126$232K0.0%N/A0.083%
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1/17/2024 Heartwood Wealth Advisors LLC618,412$15.72M2.1%-0.7%5.648%
1/16/2024 Lbmc Investment Advisors LLC38,710$984K0.1%N/A0.354%
1/11/2024 Praetorian Wealth Management Inc.238,716$6.07M1.8%+5.3%2.180%
11/9/2023Prime Capital Investment Advisors LLC13,693$335K0.0%N/A0.125%
11/8/2023 Janney Montgomery Scott LLC12,504$306K0.0%+48.2%0.114%
10/30/2023Sandy Spring Bank37,855$927K0.1%+7.0%0.346%
10/27/2023Archford Capital Strategies LLC14,454$354K0.1%-41.8%0.132%
10/26/2023Hills Bank & Trust Co161,467$3.95M0.5%N/A1.475%
10/18/2023Private Trust Co. NA8,507$208K0.0%+8.5%0.078%
10/17/2023 Heartwood Wealth Advisors LLC622,754$15.25M2.2%+2.9%5.687%
10/11/2023 Praetorian Wealth Management Inc.226,637$5.55M1.8%+1.9%2.070%
10/10/2023 Confluence Investment Management LLC12,232$299K0.0%-88.5%0.112%
8/23/2023Stonebridge Capital Advisors LLC6,700$168K0.0%+17.5%0.061%
8/9/2023Flow Traders U.S. LLC10,838$272K0.0%N/A0.100%
8/7/2023 Kades & Cheifetz LLC10,980$275K0.2%+10.5%0.101%
8/4/2023Parallel Advisors LLC5,500$138K0.0%N/A0.051%
8/4/2023Sandy Spring Bank35,390$887K0.0%+3.3%0.326%
8/2/2023Newman Dignan & Sheerar Inc.33,827$848K0.3%+42.1%0.312%
8/2/2023Archford Capital Strategies LLC24,816$624K0.1%+79.0%0.229%
7/28/2023Private Trust Co. NA7,842$197K0.0%-18.4%0.072%
7/26/2023 Janney Montgomery Scott LLC8,440$212K0.0%N/A0.078%
7/19/2023 Heartwood Wealth Advisors LLC605,246$15.17M2.2%+5.9%5.578%
7/13/2023Cambridge Investment Research Advisors Inc.36,420$913K0.0%-12.0%0.336%
7/10/2023 Praetorian Wealth Management Inc.222,445$5.58M1.7%-0.9%2.050%
7/3/2023 Confluence Investment Management LLC106,611$2.67M0.0%-1.0%1.020%
5/12/2023Stonebridge Capital Advisors LLC5,700$145K0.0%+130.9%0.055%
5/12/2023NewEdge Advisors LLC220,102$5.60M0.1%-11.6%2.116%
5/9/2023US Bancorp DE624,190$15.89M0.0%+8.4%6.002%
5/8/2023 Kades & Cheifetz LLC9,940$253K0.2%N/A0.096%
5/5/2023Sandy Spring Bank34,275$873K0.0%+6.4%0.330%
5/3/2023Arrow Financial Corp10,327$263K0.0%+4.8%0.099%
4/14/2023 Heartwood Wealth Advisors LLC571,772$14.56M2.2%+8.6%5.498%
4/12/2023 Praetorian Wealth Management Inc.224,358$5.71M1.9%+16.8%2.157%
4/4/2023 Confluence Investment Management LLC107,715$2.74M0.0%+931.8%1.077%
2/10/2023Sandy Spring Bank32,205$808K0.0%+15.7%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.35,920$901K0.0%+86.1%0.000%
2/2/2023Arrow Financial Corp9,857$247K0.0%+22.6%0.000%
1/26/2023Archford Capital Strategies LLC13,696$343K0.1%+13.6%0.000%
1/24/2023 Harbor Investment Advisory LLC1,229$31K0.0%N/A0.000%
1/20/2023Newman Dignan & Sheerar Inc.23,807$597K0.2%N/A0.000%
1/18/2023Private Trust Co. NA9,894$248K0.0%N/A0.000%
1/12/2023 Heartwood Wealth Advisors LLC526,701$13.21M2.1%-3.3%0.000%
1/11/2023 Praetorian Wealth Management Inc.192,075$4.82M1.7%+11.8%0.000%
1/5/2023 Capital Investment Advisors LLC17,408$437K0.0%+109.7%0.000%
1/4/2023 Confluence Investment Management LLC10,440$262K0.0%-95.2%0.000%
(Data available from 1/1/2016 forward)

IBMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMP shares?

During the previous two years, 30 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Muni Bond ETF. The most heavily invested institutionals were Heartwood Wealth Advisors LLC ($17.83M), US Bancorp DE ($15.89M), Lbmc Investment Advisors LLC ($7.47M), Hills Bank & Trust Co ($7.43M), Praetorian Wealth Management Inc. ($6.15M), NewEdge Advisors LLC ($5.60M), and Integrated Wealth Concepts LLC ($2.84M).Learn more on IBMP's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2027 Term Muni Bond ETF stock?

Of the 28 institutional investors that purchased iShares iBonds Dec 2027 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($297.29K), Hills Bank & Trust Co ($297.19K), Heartwood Wealth Advisors LLC ($173.67K), Confluence Investment Management LLC ($138.53K), Praetorian Wealth Management Inc. ($65.12K), US Bancorp DE ($48.62K), and Leavell Investment Management Inc. ($41.21K).

How much institutional buying is happening at iShares iBonds Dec 2027 Term Muni Bond ETF?

Institutional investors have bought a total of 1,302,608 shares in the last 24 months. This purchase volume represents approximately $32.80M in transactions.

Which iShares iBonds Dec 2027 Term Muni Bond ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold iShares iBonds Dec 2027 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($95.92K), NewEdge Advisors LLC ($28.77K), Praetorian Wealth Management Inc. ($12.55K), Archford Capital Strategies LLC ($10.36K), Cambridge Investment Research Advisors Inc. ($4.95K), Heartwood Wealth Advisors LLC ($4.34K), and Blue Square Asset Management LLC ($2.66K).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Muni Bond ETF?

Institutional investors have sold a total of 163,080 shares in the last 24 months. This volume of shares sold represents approximately $4.04M in transactions.


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This page (BATS:IBMP) was last updated on 1/21/2025 by MarketBeat.com Staff
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