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

iShares iBonds Dec 2028 Term Muni Bond ETF logo
$25.12 +0.06 (+0.24%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$13.28M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$440.66K
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IBMQ Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 Term Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Peloton Wealth Strategists13,000$333K0.1%+8.3%0.104%
11/15/2024 Integrated Wealth Concepts LLC37,678$966K0.0%+42.0%0.300%
11/14/2024 Captrust Financial Advisors14,500$372K0.0%-8.1%0.116%
11/1/2024 Leavell 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%
10/31/2024 Spinnaker Trust19,150$491K0.0%+5.2%0.153%
10/29/2024 Blue 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%
10/8/2024 Heartwood Wealth Advisors LLC233,253$5.98M0.7%+3.9%1.859%
8/8/2024 Parallel Advisors LLC12,912$323K0.0%+32.9%0.103%
8/8/2024 STAR Financial Bank9,937$249K0.2%N/A0.079%
7/31/2024 Spinnaker Trust18,200$455K0.0%+5.5%0.145%
7/25/2024 Hills Bank & Trust Co277,865$6.95M0.6%+0.2%2.214%
7/23/2024 Exchange Capital Management Inc.13,129$328K0.1%N/A0.105%
7/17/2024 Archford 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%
5/15/2024 Stonebridge Capital Advisors LLC22,690$573K0.1%-18.9%0.181%
5/1/2024 Janney Montgomery Scott LLC14,736$372K0.0%+53.6%0.118%
4/24/2024 Archford 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%
4/2/2024 Heartwood Wealth Advisors LLC220,216$5.57M0.7%+7.5%3.037%
4/1/2024 Confluence Investment Management LLC12,189$308K0.0%N/A0.168%
2/12/2024 Arrow Financial Corp9,385$240K0.0%N/A0.129%
2/7/2024 Hills Bank & Trust Co276,623$7.08M0.7%+127.6%3.815%
1/26/2024 Sandy Spring Bank35,124$899K0.0%+4.7%0.484%
1/17/2024 Heartwood 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%
11/15/2023 Stonebridge Capital Advisors LLC20,890$510K0.1%+9.3%0.288%
11/8/2023 Janney Montgomery Scott LLC9,438$230K0.0%N/A0.130%
10/30/2023 Sandy Spring Bank33,540$819K0.0%+10.7%0.463%
10/27/2023 Archford Capital Strategies LLC14,557$355K0.1%-41.6%0.201%
10/26/2023 Hills Bank & Trust Co121,532$2.97M0.3%N/A1.676%
10/24/2023 Cambridge Investment Research Advisors Inc.9,180$224K0.0%-57.6%0.127%
10/17/2023 Heartwood 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%
8/23/2023 Stonebridge Capital Advisors LLC19,115$481K0.1%+12.3%0.264%
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8/4/2023 Parallel Advisors LLC5,500$138K0.0%N/A0.076%
8/4/2023 Sandy Spring Bank30,310$763K0.0%+2.5%0.421%
8/2/2023 Archford Capital Strategies LLC24,943$630K0.1%+77.5%0.346%
7/19/2023 Heartwood Wealth Advisors LLC200,451$5.04M0.7%+6.1%2.784%
7/13/2023 Cambridge 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%
5/12/2023 Stonebridge Capital Advisors LLC17,015$436K0.0%+8.4%0.281%
5/9/2023 US Bancorp DE310,639$7.95M0.0%+13.8%5.135%
5/5/2023 Sandy Spring Bank29,580$757K0.0%+15.2%0.489%
4/28/2023 Newman Dignan & Sheerar Inc.10,004$256K0.1%+24.4%0.165%
4/14/2023 Heartwood 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%
2/10/2023 Sandy Spring Bank25,675$644K0.0%+13.5%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.15,355$385K0.0%N/A0.000%
1/26/2023 Archford Capital Strategies LLC13,989$351K0.1%+13.1%0.000%
1/20/2023 Newman Dignan & Sheerar Inc.8,045$202K0.1%N/A0.000%
1/12/2023 Heartwood 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%
1/5/2023Capital 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, 25 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Muni Bond ETF. The most heavily invested institutionals were US Bancorp DE ($7.95M), Hills Bank & Trust Co ($6.95M), Heartwood Wealth Advisors LLC ($5.98M), Praetorian Wealth Management Inc. ($5.76M), Lbmc Investment Advisors LLC ($5.54M), Integrated Wealth Concepts LLC ($966K), and Sandy Spring Bank ($899K).Learn more on IBMQ's institutional investors.

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

Of the 22 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: Hills Bank & Trust Co ($277.14K), Heartwood Wealth Advisors LLC ($230.39K), Lbmc Investment Advisors LLC ($216.17K), Praetorian Wealth Management Inc. ($87.96K), US Bancorp DE ($37.55K), Confluence Investment Management LLC ($34.77K), and Massmutual Trust Co. FSB ADV ($18.78K).

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

Institutional investors have bought a total of 1,059,586 shares in the last 24 months. This purchase volume represents approximately $26.72M 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: Confluence Investment Management LLC ($243.57K), Cambridge Investment Research Advisors Inc. ($12.47K), Archford Capital Strategies LLC ($10.39K), Praetorian Wealth Management Inc. ($5.76K), Stonebridge Capital Advisors LLC ($5.30K), Bank of New Hampshire ($2.25K), and Heartwood Wealth Advisors LLC ($1.44K).

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

Institutional investors have sold a total of 283,596 shares in the last 24 months. This volume of shares sold represents approximately $7.11M in transactions.



This page (BATS:IBMQ) was last updated on 12/21/2024 by MarketBeat.com Staff
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