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iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) Institutional Ownership

iShares iBonds Dec 2028 Term Muni Bond ETF logo
$25.05 +0.17 (+0.68%)
Closing price 04/17/2025 03:57 PM Eastern
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$25.04 -0.02 (-0.06%)
As of 04/17/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$14.31M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$535.70K
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IBMQ Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 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
4/16/2025 Praetorian Wealth Management Inc.239,142$6.05M1.5%+0.3%1.419%
4/9/2025 Lbmc Investment Advisors LLC320,704$8.11M0.6%+36.4%1.903%
2/18/202510Elms LLP15,160$382K0.4%N/A0.121%
2/17/2025Captrust Financial Advisors13,414$338K0.0%-7.5%0.107%
2/17/2025Cary Street Partners Financial LLC7,956$200K0.0%N/A0.063%
2/17/2025Ameriprise Financial Inc.106,716$2.69M0.0%+6.8%0.850%
2/14/2025Stonebridge Capital Advisors LLC8,750$220K0.0%-33.7%0.070%
2/14/2025Integrated Wealth Concepts LLC63,593$1.60M0.0%+68.8%0.507%
2/13/2025United Capital Financial Advisors LLC90,139$2.27M0.0%+7.3%0.718%
2/11/2025Sandy Spring Bank53,702$1.35M0.1%+16.8%0.428%
2/10/2025Hills Bank & Trust Co328,783$8.28M0.6%+10.9%2.620%
2/6/2025Jones Financial Companies Lllp6,719$169K0.0%+69.8%0.054%
2/5/2025Private Trust Co. NA7,948$200K0.0%+2,258.5%0.063%
1/30/2025Spinnaker Trust43,245$1.09M0.1%+125.8%0.345%
1/29/2025Leavell Investment Management Inc.26,111$657K0.0%+26.4%0.208%
1/23/2025Crews Bank & Trust29,897$753K0.1%N/A0.238%
1/21/2025Blue Square Asset Management LLC31,023$781K0.4%-4.8%0.247%
1/16/2025 Lbmc Investment Advisors LLC235,060$5.92M0.5%+8.7%1.873%
1/10/2025 Praetorian Wealth Management Inc.238,511$6.01M1.5%+3.5%1.900%
1/10/2025Heartwood Wealth Advisors LLC235,088$5.92M0.7%+0.8%1.873%
12/26/2024JPMorgan Chase & Co.68,495$1.76M0.0%N/A0.546%
11/15/2024Peloton Wealth Strategists13,000$333K0.1%+8.3%0.104%
11/15/2024Integrated Wealth Concepts LLC37,678$966K0.0%+42.0%0.300%
11/14/2024Captrust Financial Advisors14,500$372K0.0%-8.1%0.116%
11/1/2024Leavell Investment Management Inc.20,656$529K0.0%+148.0%0.165%
10/31/2024 Confluence Investment Management LLC33,636$862K0.0%+204.3%0.268%
10/31/2024Spinnaker Trust19,150$491K0.0%+5.2%0.153%
10/29/2024Blue Square Asset Management LLC32,583$835K0.4%-3.4%0.260%
10/8/2024 Lbmc Investment Advisors LLC216,165$5.54M0.4%+49.2%1.722%
10/8/2024Heartwood Wealth Advisors LLC233,253$5.98M0.7%+3.9%1.859%
8/8/2024 Parallel Advisors LLC12,912$323K0.0%+32.9%0.103%
8/8/2024STAR Financial Bank9,937$249K0.2%N/A0.079%
7/31/2024Spinnaker Trust18,200$455K0.0%+5.5%0.145%
7/25/2024Hills Bank & Trust Co277,865$6.95M0.6%+0.2%2.214%
7/23/2024Exchange Capital Management Inc.13,129$328K0.1%N/A0.105%
7/17/2024Archford Capital Strategies LLC17,607$441K0.1%+11.9%0.140%
7/11/2024 Lbmc Investment Advisors LLC144,852$3.62M0.3%+46.2%1.154%
7/10/2024 Praetorian Wealth Management Inc.230,342$5.76M1.5%-2.3%1.835%
7/1/2024 Confluence Investment Management LLC11,055$277K0.0%-9.3%0.088%
5/15/2024Stonebridge Capital Advisors LLC22,690$573K0.1%-18.9%0.181%
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5/1/2024 Janney Montgomery Scott LLC14,736$372K0.0%+53.6%0.118%
4/24/2024Archford Capital Strategies LLC15,728$397K0.1%+10.8%0.126%
4/12/2024 Lbmc Investment Advisors LLC99,107$2.50M0.2%N/A1.367%
4/10/2024 Praetorian Wealth Management Inc.235,656$5.96M1.6%+6.7%3.250%
4/10/2024 Bank of New Hampshire4,770$121K0.0%-27.9%0.066%
4/2/2024Heartwood Wealth Advisors LLC220,216$5.57M0.7%+7.5%3.037%
4/1/2024 Confluence Investment Management LLC12,189$308K0.0%N/A0.168%
2/12/2024Arrow Financial Corp9,385$240K0.0%N/A0.129%
2/7/2024Hills Bank & Trust Co276,623$7.08M0.7%+127.6%3.815%
1/26/2024Sandy Spring Bank35,124$899K0.0%+4.7%0.484%
1/17/2024Heartwood Wealth Advisors LLC204,780$5.24M0.7%-0.7%2.825%
1/11/2024 Praetorian Wealth Management Inc.220,849$5.65M1.6%+2.2%3.046%
11/15/2023Stonebridge Capital Advisors LLC20,890$510K0.1%+9.3%0.288%
11/8/2023 Janney Montgomery Scott LLC9,438$230K0.0%N/A0.130%
10/30/2023Sandy Spring Bank33,540$819K0.0%+10.7%0.463%
10/27/2023Archford Capital Strategies LLC14,557$355K0.1%-41.6%0.201%
10/26/2023Hills Bank & Trust Co121,532$2.97M0.3%N/A1.676%
10/24/2023Cambridge Investment Research Advisors Inc.9,180$224K0.0%-57.6%0.127%
10/17/2023Heartwood Wealth Advisors LLC206,216$5.03M0.7%+2.9%2.844%
10/11/2023 Praetorian Wealth Management Inc.216,100$5.28M1.7%-0.2%2.981%
8/23/2023Stonebridge Capital Advisors LLC19,115$481K0.1%+12.3%0.264%
8/4/2023 Parallel Advisors LLC5,500$138K0.0%N/A0.076%
8/4/2023Sandy Spring Bank30,310$763K0.0%+2.5%0.421%
8/2/2023Archford Capital Strategies LLC24,943$630K0.1%+77.5%0.346%
7/19/2023Heartwood Wealth Advisors LLC200,451$5.04M0.7%+6.1%2.784%
7/13/2023Cambridge Investment Research Advisors Inc.21,647$545K0.0%+6.1%0.301%
7/10/2023 Praetorian Wealth Management Inc.216,550$5.45M1.7%+2.8%3.008%
5/12/2023Stonebridge Capital Advisors LLC17,015$436K0.0%+8.4%0.281%
5/9/2023US Bancorp DE310,639$7.95M0.0%+13.8%5.135%
5/5/2023Sandy Spring Bank29,580$757K0.0%+15.2%0.489%
4/28/2023Newman Dignan & Sheerar Inc.10,004$256K0.1%+24.4%0.165%
4/14/2023Heartwood Wealth Advisors LLC189,015$4.84M0.7%+9.1%3.124%
4/12/2023 Praetorian Wealth Management Inc.210,555$5.39M1.8%+18.5%3.480%
4/11/2023 Massmutual Trust Co. FSB ADV18,778$481K0.0%N/A0.310%
4/4/2023 Confluence Investment Management LLC11,965$306K0.0%-53.4%0.218%
4/4/2023 Bank of New Hampshire6,620$169K0.1%-5.7%0.120%
2/10/2023Sandy Spring Bank25,675$644K0.0%+13.5%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.15,355$385K0.0%N/A0.000%
1/26/2023Archford Capital Strategies LLC13,989$351K0.1%+13.1%0.000%
1/20/2023Newman Dignan & Sheerar Inc.8,045$202K0.1%N/A0.000%
1/12/2023Heartwood Wealth Advisors LLC173,300$4.35M0.7%N/A0.000%
1/11/2023 Praetorian Wealth Management Inc.177,637$4.46M1.6%+19.9%0.000%
1/5/2023 Capital Investment Advisors LLC14,507$364K0.0%N/A0.000%
1/4/2023 Confluence Investment Management LLC25,668$644K0.0%-89.9%0.000%
(Data available from 1/1/2016 forward)

IBMQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMQ shares?

During the previous two years, 31 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Muni Bond ETF. The most heavily invested institutionals were Hills Bank & Trust Co ($8.28M), Lbmc Investment Advisors LLC ($8.11M), US Bancorp DE ($7.95M), Praetorian Wealth Management Inc. ($6.05M), Heartwood Wealth Advisors LLC ($5.92M), Ameriprise Financial Inc. ($2.69M), and United Capital Financial Advisors LLC ($2.27M).Learn more on IBMQ's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Muni Bond ETF stock?

Of the 28 institutional investors that purchased iShares iBonds Dec 2028 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 ($320.70K), Hills Bank & Trust Co ($309.43K), JPMorgan Chase & Co. ($68.50K), Heartwood Wealth Advisors LLC ($43.21K), US Bancorp DE ($37.55K), Integrated Wealth Concepts LLC ($37.06K), and Confluence Investment Management LLC ($34.77K).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Muni Bond ETF?

Institutional investors have bought a total of 1,102,249 shares in the last 24 months. This purchase volume represents approximately $27.82M in transactions.

Which iShares iBonds Dec 2028 Term Muni Bond ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold iShares iBonds Dec 2028 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($12.47K), Archford Capital Strategies LLC ($10.39K), Stonebridge Capital Advisors LLC ($9.75K), Praetorian Wealth Management Inc. ($5.76K), Blue Square Asset Management LLC ($2.71K), Captrust Financial Advisors ($2.36K), and Bank of New Hampshire ($1.85K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Muni Bond ETF?

Institutional investors have sold a total of 47,852 shares in the last 24 months. This volume of shares sold represents approximately $1.19M in transactions.


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This page (BATS:IBMQ) was last updated on 4/19/2025 by MarketBeat.com Staff
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