iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) Institutional Ownership $25.47 +0.04 (+0.16%) As of 08/22/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Muni Bond ETF (NYSEARCA:IBMR)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$18.89MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$632.95K Get IBMR Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds Dec 2029 Term Muni Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IBMR Institutional Buying and Selling by Quarter iShares iBonds Dec 2029 Term Muni Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 NewEdge Advisors LLC82,917$2.09M0.0%-1.7%0.793% 8/13/2025 Flow Traders U.S. LLC21,128$533K0.0%N/A0.202% 8/6/2025 Atlantic Union Bankshares Corp56,112$1.42M0.0%N/A0.537% 8/4/2025 Spinnaker Trust16,450$415K0.0%N/A0.157% 7/31/2025 Leavell Investment Management Inc.28,863$728K0.0%+108.9%0.276% 7/29/2025 Curbstone Financial Management Corp27,970$706K0.1%N/A0.269% 7/21/2025 Exchange Capital Management Inc.15,629$394K0.1%-7.4%0.152% 7/18/2025 Newman Dignan & Sheerar Inc.16,414$414K0.1%+9.4%0.160% 7/9/2025 Praetorian Wealth Management Inc.173,871$4.69M1.1%+3.6%1.713% 7/9/2025 Lbmc Investment Advisors LLC224,821$5.67M0.4%+100.0%2.215% Get the Latest News and Ratings for IBMR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds Dec 2029 Term Muni Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 7/9/2025 MassMutual Private Wealth & Trust FSB12,545$317K0.0%N/A0.124% 7/8/2025 Parallel Advisors LLC20,880$527K0.0%+6.0%0.206% 7/1/2025 Confluence Investment Management LLC79,369$2.00M0.0%+544.1%0.840% 5/16/2025 NewEdge Advisors LLC84,353$2.11M0.0%-20.3%0.888% 5/9/2025 Cary Street Partners Financial LLC7,996$200K0.0%N/A0.088% 4/16/2025 Praetorian Wealth Management Inc.167,865$4.20M1.0%+9.2%1.908% 4/11/2025 Princeton Global Asset Management LLC1,100$28K0.0%N/A0.013% 4/9/2025 Lbmc Investment Advisors LLC112,413$2.82M0.2%+67.0%1.277% 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% 2/11/2025Sandy Spring Bank48,305$1.21M0.0%+29.7%1.255% 2/5/2025Noble 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% 10/16/2024Buffington 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% Trump’s betrayal exposed (Ad)Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma7/1/2024 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% 1/26/2024Sandy 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% 10/30/2023Sandy 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, 27 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Muni Bond ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($5.67M), Praetorian Wealth Management Inc. ($4.69M), NewEdge Advisors LLC ($2.09M), Confluence Investment Management LLC ($2.00M), United Capital Financial Advisors LLC ($1.91M), Atlantic Union Bankshares Corp ($1.42M), and Sandy Spring Bank ($1.21M).Learn more on iShares iBonds Dec 2029 Term Muni Bond ETF's institutional investors. Which institutional investors have been buying iShares iBonds Dec 2029 Term Muni Bond ETF's stock? Of the 26 institutional investors that purchased iShares iBonds Dec 2029 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($224.82K), Praetorian Wealth Management Inc. ($173.87K), Confluence Investment Management LLC ($93.31K), United Capital Financial Advisors LLC ($76.36K), Atlantic Union Bankshares Corp ($56.11K), Integrated Wealth Concepts LLC ($39.50K), and Blue Square Asset Management LLC ($30.24K). How much institutional buying is happening at iShares iBonds Dec 2029 Term Muni Bond ETF? Institutional investors have bought a total of 752,090 shares in the last 24 months. This purchase volume represents approximately $18.89M in transactions. Which of iShares iBonds Dec 2029 Term Muni Bond ETF's 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: NewEdge Advisors LLC ($22.94K), and Exchange Capital Management Inc. ($2.33K). How much institutional selling is happening at iShares iBonds Dec 2029 Term Muni Bond ETF? Institutional investors have sold a total of 25,260 shares in the last 24 months. This volume of shares sold represents approximately $632.95K in transactions. Related Companies iShares MSCI Global Quality Factor ETF Institutional Ownership Swan Enhanced Dividend Income ETF Institutional Ownership Innovator Premium Income 9 Buffer ETF - April Institutional Ownership iShares iBonds Dec 2030 Term Muni Bond ETF Institutional Ownership Global X Infrastructure Development ex-U.S. ETF Institutional Ownership Zacks Focus Growth ETF Institutional Ownership Franklin Bitcoin ETF Institutional Ownership This page (NYSEARCA:IBMR) was last updated on 8/24/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredTrump’s betrayal exposedTrump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredCover all your expenses with just $118,000 invested?Generate up to $5,000/month with 10X less money? That's what every financial advisor tells you. But I just ...Investors Alley | SponsoredTax Drain Deadline: Protect Your Wealth Before September 15thOn September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...American Alternative | SponsoredOut of 18,347 Cryptocurrencies... This is the ONLY OneThe Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...Crypto 101 Media | SponsoredTrump’s “new dollar” could shock Americans"I Made Millions in the Tech Boom. Here's Where I'd Put My Money Today" This man has called some of the big...Stansberry Research | SponsoredHere's the last trade you should make before heading out for the weekend tomorrow.On a quiet Friday afternoon, one trader spotted an overlooked stock. He bought shares. He shut down his ...Timothy Sykes | SponsoredTrump’s SHOCKING Plan to Create MASSIVE Wealth for AmericansJames Altucher says Donald Trump just made a move so surprising, it could go down as the most lucrative presid...Paradigm Press | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares iBonds Dec 2029 Term Muni Bond ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares iBonds Dec 2029 Term Muni Bond ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access