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iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) Institutional Ownership

iShares iBonds Dec 2024 Term Muni Bond ETF logo
$26.04 0.00 (0.00%)
As of 12/2/2024
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2024 Term Muni Bond ETF (BATS:IBMM)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$3.66M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.25M
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IBMM Institutional Buying and Selling by Quarter

iShares iBonds Dec 2024 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
12/26/2024JPMorgan Chase & Co.2,000$52K0.0%N/A0.011%
11/15/2024Integrated Wealth Concepts LLC190,186$4.96M0.1%-0.9%1.081%
11/14/2024Captrust Financial Advisors97,560$2.55M0.0%+6.9%0.554%
11/13/2024 Private Trust Co. NA9,849$257K0.0%+17.6%0.056%
11/6/2024 Coastline Trust Co3,512$92K0.0%N/A0.020%
11/5/2024 Prime Capital Investment Advisors LLC9,877$258K0.0%-12.7%0.056%
11/1/2024 Leavell Investment Management Inc.221,513$5.78M0.3%-3.0%1.259%
11/1/2024 Sonata Capital Group Inc.106,720$2.79M1.2%N/A0.606%
10/31/2024 Confluence Investment Management LLC41,187$1.08M0.0%+2.5%0.234%
10/30/2024Cary Street Partners Asset Management LLC7,860$205K0.0%-8.3%0.045%
10/29/2024 Blue Square Asset Management LLC32,034$836K0.4%-3.3%0.182%
10/23/2024PSI Advisors LLC93,919$2.45M0.7%+25.9%0.534%
10/8/2024 Lbmc Investment Advisors LLC99,407$2.60M0.2%-7.6%0.565%
10/2/2024 Praetorian Wealth Management Inc.133,893$3.50M0.9%-17.1%0.761%
7/30/2024 Global Financial Private Client LLC33,511$873K0.4%+2.0%0.190%
7/26/2024 Cambridge Investment Research Advisors Inc.100,650$2.62M0.0%-5.0%0.572%
7/25/2024Hills Bank & Trust Co129,198$3.37M0.3%+193.5%0.734%
7/23/2024PSI Advisors LLC74,610$1.94M0.6%N/A0.424%
7/17/2024 Archford Capital Strategies LLC20,190$526K0.1%+9.9%0.115%
7/17/2024 Leavell Investment Management Inc.228,413$5.95M0.3%-6.4%1.298%
7/16/2024 ORG Partners LLC3,840$100K0.0%N/A0.022%
7/15/2024 Newman Dignan & Sheerar Inc.99,994$2.60M0.7%-14.4%0.568%
7/11/2024 Lbmc Investment Advisors LLC107,537$2.80M0.2%+9.9%0.611%
7/10/2024 Praetorian Wealth Management Inc.161,594$4.21M1.1%-12.7%0.918%
7/8/2024 RVW Wealth LLC10,681$278K0.0%-23.4%0.061%
7/1/2024 Confluence Investment Management LLC40,185$1.05M0.0%+14.8%0.228%
5/16/2024 Global Financial Private Client LLC32,847$851K0.4%-1.4%0.187%
5/15/2024Stonebridge Capital Advisors LLC53,877$1.40M0.1%-47.4%0.306%
5/2/2024Horan Securities Inc.13,704$356K0.2%+16.1%0.077%
5/1/2024 Janney Montgomery Scott LLC20,103$522K0.0%+21.3%0.113%
4/29/2024 Newman Dignan & Sheerar Inc.116,794$3.03M0.8%-21.5%0.654%
4/25/2024 Cambridge Investment Research Advisors Inc.105,995$2.75M0.0%+228.6%0.594%
4/24/2024 Leavell Investment Management Inc.243,913$6.33M0.4%-4.9%1.366%
4/24/2024 Archford Capital Strategies LLC18,375$477K0.1%+4.4%0.103%
4/12/2024 Lbmc Investment Advisors LLC97,824$2.54M0.2%+16.3%0.439%
4/10/2024 Praetorian Wealth Management Inc.185,101$4.80M1.3%-10.3%0.830%
4/8/2024 RVW Wealth LLC13,947$362K0.0%+19.9%0.063%
4/1/2024 Confluence Investment Management LLC35,005$908K0.0%N/A0.157%
2/12/2024Arrow Financial Corp9,145$237K0.0%-8.6%0.041%
2/8/2024 Janney Montgomery Scott LLC16,568$430K0.0%-16.6%0.074%
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2/7/2024Horan Securities Inc.11,807$306K0.2%+24.1%0.053%
2/7/2024Cary Street Partners Investment Advisory LLC8,361$217K0.0%+4.9%0.037%
2/7/2024 Sonata Capital Group Inc.107,130$2.78M1.4%-0.6%0.480%
2/7/2024Hills Bank & Trust Co44,018$1.14M0.1%+13.3%0.197%
2/6/2024Eldridge Investment Advisors Inc.36,935$958K0.3%+85.3%0.166%
2/5/2024Cary Street Partners Asset Management LLC8,361$217K0.0%+4.9%0.037%
2/2/2024Spinnaker Trust15,994$415K0.0%+31.9%0.072%
2/2/2024Gould Asset Management LLC CA16,690$433K0.1%+92.7%0.075%
1/26/2024Sandy Spring Bank45,494$1.18M0.1%-6.5%0.204%
1/24/2024 Prime Capital Investment Advisors LLC15,170$393K0.0%-11.6%0.068%
1/23/2024 Leavell Investment Management Inc.256,413$6.65M0.4%-27.1%1.150%
1/22/2024 Princeton Global Asset Management LLC17,904$464K0.1%+20.8%0.080%
1/12/2024 Archford Capital Strategies LLC17,599$456K0.1%+25.2%0.079%
1/11/2024 Praetorian Wealth Management Inc.206,270$5.35M1.5%-1.2%0.925%
1/8/2024 Curbstone Financial Management Corp18,600$482K0.1%-37.5%0.083%
1/8/2024 RVW Wealth LLC11,636$302K0.0%N/A0.052%
11/15/2023Stonebridge Capital Advisors LLC119,278$3.06M0.3%-7.5%0.535%
11/15/2023Integrated Wealth Concepts LLC179,269$4.61M0.1%-6.7%0.804%
11/14/2023Peloton Wealth Strategists22,700$583K0.3%-32.6%0.102%
11/13/2023Cary Street Partners Investment Advisory LLC7,971$205K0.0%N/A0.036%
11/9/2023 Prime Capital Investment Advisors LLC17,169$441K0.0%+56.7%0.077%
11/8/2023 Janney Montgomery Scott LLC19,870$510K0.0%+17.3%0.089%
11/8/2023Spinnaker Trust12,124$311K0.0%+26.0%0.054%
11/8/2023 Newman Dignan & Sheerar Inc.148,687$3.82M1.3%-0.4%0.667%
11/6/2023Eldridge Investment Advisors Inc.19,935$511K0.2%+13.0%0.089%
10/30/2023Sandy Spring Bank48,655$1.25M0.1%-4.0%0.218%
10/27/2023 Princeton Global Asset Management LLC14,819$381K0.1%+5.5%0.066%
10/27/2023 Archford Capital Strategies LLC14,052$361K0.1%-42.7%0.063%
10/26/2023Hills Bank & Trust Co38,864$998K0.1%N/A0.174%
10/24/2023 Cambridge Investment Research Advisors Inc.35,888$922K0.0%-35.8%0.161%
10/18/2023 Private Trust Co. NA8,987$231K0.0%+23.1%0.040%
10/16/2023 Leavell Investment Management Inc.351,515$9.03M0.6%-10.4%1.576%
10/13/2023 Harbor Investment Advisory LLC6,501$167K0.0%+7.9%0.029%
10/11/2023 Praetorian Wealth Management Inc.208,812$5.36M1.7%-7.0%0.936%
10/10/2023 Confluence Investment Management LLC267,141$6.86M0.1%+2,139.6%1.198%
9/12/2023 Farther Finance Advisors LLC1,295$33K0.0%+59.7%0.006%
8/23/2023Stonebridge Capital Advisors LLC129,016$3.32M0.4%-2.1%0.579%
8/4/2023Sandy Spring Bank50,695$1.31M0.1%-1.4%0.230%
8/3/2023Eldridge Investment Advisors Inc.17,634$454K0.1%+15.4%0.080%
8/2/2023 Newman Dignan & Sheerar Inc.149,219$3.84M1.2%-4.0%0.678%
8/2/2023 Archford Capital Strategies LLC24,512$632K0.1%+77.2%0.111%
7/28/2023 Bank of New Hampshire7,805$201K0.1%+14.7%0.035%
7/26/2023 Janney Montgomery Scott LLC16,939$436K0.0%+5.4%0.077%
7/19/2023 Leavell Investment Management Inc.392,515$10.11M0.7%-2.2%1.784%
7/13/2023 Cambridge Investment Research Advisors Inc.55,906$1.44M0.0%-21.5%0.254%
7/10/2023 Praetorian Wealth Management Inc.224,471$5.78M1.8%+3.9%1.020%
5/15/2023Eldridge Investment Advisors Inc.15,283$395K0.1%+8.5%0.065%
5/15/2023Flow Traders U.S. LLC172,980$4.48M0.2%N/A0.739%
5/12/2023Stonebridge Capital Advisors LLC131,785$3.41M0.4%+2.5%0.563%
5/12/2023NewEdge Advisors LLC580,559$15.02M0.2%-1.3%2.481%
Microsoft's Next Big Bet? (Ad)

Microsoft just broke ground on a revolutionary power system that could deliver virtually limitless, carbon-free energy. Bill Gates calls it “abundant” and is backing four separate startups in the space. While most of these plays are off-limits to everyday investors, a little-known backdoor could give you access to one tiny company leading the charge—and it’s publicly traded.

Get the name and ticker of this breakthrough energy stock before the window closes.
5/11/2023 Cambridge Investment Research Advisors Inc.71,198$1.84M0.0%+21.0%0.304%
5/9/2023 US Bancorp DE668,095$17.28M0.0%-9.2%2.855%
5/5/2023Sandy Spring Bank51,395$1.33M0.1%+10.8%0.220%
5/5/2023 Prime Capital Investment Advisors LLC7,957$206K0.0%N/A0.034%
5/3/2023Arrow Financial Corp10,002$259K0.0%+4.8%0.043%
5/3/2023Integrated Wealth Concepts LLC149,160$3.86M0.1%+37.3%0.637%
5/2/2023Gould Asset Management LLC CA8,345$216K0.1%-44.0%0.036%
4/28/2023 Newman Dignan & Sheerar Inc.155,434$4.02M1.3%-0.6%0.664%
4/28/2023 Janney Montgomery Scott LLC16,074$416K0.0%+31.7%0.069%
4/25/2023 Parallel Advisors LLC5,500$142K0.0%N/A0.024%
(Data available from 1/1/2016 forward)

IBMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMM shares?

During the previous two years, 35 institutional investors and hedge funds held shares of iShares iBonds Dec 2024 Term Muni Bond ETF. The most heavily invested institutionals were Leavell Investment Management Inc. ($5.78M), Integrated Wealth Concepts LLC ($4.96M), Praetorian Wealth Management Inc. ($3.50M), Hills Bank & Trust Co ($3.37M), Sonata Capital Group Inc. ($2.79M), Cambridge Investment Research Advisors Inc. ($2.62M), and Newman Dignan & Sheerar Inc. ($2.60M).Learn more on iShares iBonds Dec 2024 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2024 Term Muni Bond ETF's stock?

Of the 25 institutional investors that purchased iShares iBonds Dec 2024 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($296.40K), Hills Bank & Trust Co ($129.20K), Sonata Capital Group Inc. ($106.72K), PSI Advisors LLC ($93.92K), Cambridge Investment Research Advisors Inc. ($73.74K), Lbmc Investment Advisors LLC ($23.45K), and Eldridge Investment Advisors Inc. ($21.65K).

How much institutional buying is happening at iShares iBonds Dec 2024 Term Muni Bond ETF?

Institutional investors have bought a total of 140,347 shares in the last 24 months. This purchase volume represents approximately $3.66M in transactions.

Which of iShares iBonds Dec 2024 Term Muni Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2024 Term Muni Bond ETF stock in the last 24 months: Praetorian Wealth Management Inc. ($27.70K), Lbmc Investment Advisors LLC ($8.13K), Leavell Investment Management Inc. ($6.90K), Integrated Wealth Concepts LLC ($1.78K), Prime Capital Investment Advisors LLC ($1.43K), Blue Square Asset Management LLC ($1.10K), and Cary Street Partners Asset Management LLC ($711.00).

How much institutional selling is happening at iShares iBonds Dec 2024 Term Muni Bond ETF?

Institutional investors have sold a total of 47,754 shares in the last 24 months. This volume of shares sold represents approximately $1.25M in transactions.


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This page (BATS:IBMM) was last updated on 8/2/2025 by MarketBeat.com Staff
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