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iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) Institutional Ownership

iShares iBonds Dec 2029 Term Muni Bond ETF logo
$25.18 +0.04 (+0.16%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Muni Bond ETF (NYSEARCA:IBMR)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$11.69M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$57.86K
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IBMR Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 Term Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 10Elms LLP16,200$405K0.4%N/A0.421%
2/14/2025 Integrated Wealth Concepts LLC39,500$987K0.0%N/A1.026%
2/13/2025 United Capital Financial Advisors LLC76,363$1.91M0.0%N/A1.983%
2/11/2025 Sandy Spring Bank48,305$1.21M0.0%+29.7%1.255%
2/5/2025 Noble Wealth Management PBC2,000$50K0.0%N/A0.052%
2/4/2025 Exchange Capital Management Inc.17,939$448K0.1%-5.7%0.466%
1/30/2025 Newman Dignan & Sheerar Inc.15,001$375K0.1%N/A0.390%
1/29/2025 Leavell Investment Management Inc.13,653$341K0.0%+62.5%0.355%
1/23/2025 Crews Bank & Trust17,710$442K0.1%N/A0.460%
1/21/2025 Blue Square Asset Management LLC30,244$755K0.4%N/A0.786%
1/16/2025 Lbmc Investment Advisors LLC67,329$1.68M0.1%N/A1.749%
1/10/2025 Praetorian Wealth Management Inc.153,688$3.84M0.9%+29.9%3.992%
11/1/2024 Leavell Investment Management Inc.8,403$214K0.0%N/A0.218%
10/31/2024 Confluence Investment Management LLC12,139$309K0.0%+4.2%0.315%
10/16/2024 Buffington Mohr McNeal10,020$255K0.0%N/A0.260%
10/2/2024 Praetorian Wealth Management Inc.118,268$3.02M0.8%+10.7%3.072%
8/8/2024 Parallel Advisors LLC17,431$433K0.0%+22.5%0.453%
8/8/2024 STAR Financial Bank11,960$297K0.2%N/A0.311%
7/30/2024 International Assets Investment Management LLC5,657$128K0.0%N/A0.147%
7/23/2024 Exchange Capital Management Inc.13,689$340K0.1%N/A0.356%
7/17/2024 Archford Capital Strategies LLC8,580$213K0.0%N/A0.223%
7/10/2024 Praetorian Wealth Management Inc.106,824$2.66M0.7%+18.0%2.775%
7/1/2024 Confluence Investment Management LLC11,649$290K0.0%-9.6%0.303%
4/10/2024 Praetorian Wealth Management Inc.90,533$2.29M0.6%+115.2%0.000%
4/1/2024 Confluence Investment Management LLC12,886$325K0.0%N/A0.000%
1/26/2024 Sandy Spring Bank8,780$225K0.0%+80.7%0.000%
1/24/2024 Prime Capital Investment Advisors LLC8,830$226K0.0%N/A0.000%
1/11/2024 Praetorian Wealth Management Inc.42,069$1.08M0.3%N/A0.000%
10/30/2023 Sandy Spring Bank4,860$116K0.0%+59.9%0.000%
10/10/2023 Confluence Investment Management LLC12,887$308K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

IBMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMR shares?

During the previous two years, 19 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Muni Bond ETF. The most heavily invested institutionals were Praetorian Wealth Management Inc. ($3.84M), United Capital Financial Advisors LLC ($1.91M), Lbmc Investment Advisors LLC ($1.68M), Sandy Spring Bank ($1.21M), Integrated Wealth Concepts LLC ($987K), Blue Square Asset Management LLC ($755K), and Exchange Capital Management Inc. ($448K).Learn more on IBMR's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2029 Term Muni Bond ETF stock?

Of the 19 institutional investors that purchased iShares iBonds Dec 2029 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Praetorian Wealth Management Inc. ($153.69K), United Capital Financial Advisors LLC ($76.36K), Lbmc Investment Advisors LLC ($67.33K), Integrated Wealth Concepts LLC ($39.50K), Blue Square Asset Management LLC ($30.24K), Confluence Investment Management LLC ($26.26K), and Crews Bank & Trust ($17.71K).

How much institutional buying is happening at iShares iBonds Dec 2029 Term Muni Bond ETF?

Institutional investors have bought a total of 536,687 shares in the last 24 months. This purchase volume represents approximately $13.45M in transactions.

Which iShares iBonds Dec 2029 Term Muni Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2029 Term Muni Bond ETF stock in the last 24 months: Confluence Investment Management LLC ($1.24K), and Exchange Capital Management Inc. ($1.09K).

How much institutional selling is happening at iShares iBonds Dec 2029 Term Muni Bond ETF?

Institutional investors have sold a total of 2,322 shares in the last 24 months. This volume of shares sold represents approximately $57.86K in transactions.



This page (NYSEARCA:IBMR) was last updated on 2/22/2025 by MarketBeat.com Staff
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