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

iShares iBonds Dec 2029 Term Muni Bond ETF logo
$24.99 +0.02 (+0.08%)
As of 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)
13
Total
Institutional Inflows
(last 12 months)
$7.45M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$30.75K
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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
1/21/2025Blue 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%
11/1/2024Leavell 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%
8/8/2024Parallel Advisors LLC17,431$433K0.0%+22.5%0.453%
8/8/2024STAR Financial Bank11,960$297K0.2%N/A0.311%
7/30/2024 International Assets Investment Management LLC5,657$128K0.0%N/A0.147%
7/23/2024Exchange Capital Management Inc.13,689$340K0.1%N/A0.356%
7/17/2024Archford 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%
1/26/2024Sandy Spring Bank8,780$225K0.0%+80.7%0.000%
1/24/2024Prime 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, 13 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), Lbmc Investment Advisors LLC ($1.68M), Blue Square Asset Management LLC ($755K), Parallel Advisors LLC ($433K), Exchange Capital Management Inc. ($340K), Confluence Investment Management LLC ($309K), and STAR Financial Bank ($297K).Learn more on IBMR's institutional investors.

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

Of the 13 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), Lbmc Investment Advisors LLC ($67.33K), Blue Square Asset Management LLC ($30.24K), Confluence Investment Management LLC ($26.26K), Exchange Capital Management Inc. ($13.69K), STAR Financial Bank ($11.96K), and Buffington Mohr McNeal ($10.02K).

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

Institutional investors have bought a total of 353,607 shares in the last 24 months. This purchase volume represents approximately $8.88M 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).

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

Institutional investors have sold a total of 1,237 shares in the last 24 months. This volume of shares sold represents approximately $30.75K in transactions.



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