Free Trial
→ The $7 company helping Nvidia build the world’s first trillion-dollar robot … (From Weiss Ratings) (Ad) Free IBMO Stock Alerts

iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) Institutional Ownership

iShares iBonds Dec 2026 Term Muni Bond ETF logo
$25.62 +0.08 (+0.31%)
Closing price 08/1/2025 03:56 PM Eastern
Extended Trading
$25.62 0.00 (0.00%)
As of 08/1/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$18.75M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.18M
Get IBMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2026 Term Muni Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBMO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Muni Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2025 Leavell Investment Management Inc.270,987$6.94M0.3%+1.8%1.319%
7/30/2025 Strategic Blueprint LLC8,381$215K0.0%N/A0.041%
7/29/2025 Private Trust Co. NA9,739$250K0.0%+28.6%0.047%
7/21/2025 Exchange Capital Management Inc.14,899$382K0.1%-3.2%0.073%
7/18/2025 Newman Dignan & Sheerar Inc.105,943$2.72M0.6%-10.8%0.516%
7/17/2025 Janney Montgomery Scott LLC14,125$362K0.0%-36.8%0.069%
7/9/2025 Lbmc Investment Advisors LLC411,927$10.56M0.8%+12.4%2.005%
7/8/2025 Parallel Advisors LLC22,690$581K0.0%+15.9%0.110%
7/1/2025 Confluence Investment Management LLC72,848$1.87M0.0%-3.5%0.358%
5/16/2025NewEdge Advisors LLC569,568$14.56M0.1%+1.8%2.862%
5/16/2025Integrated Wealth Concepts LLC325,296$8.32M0.1%+6.7%1.635%
5/12/2025Scissortail Wealth Management LLC64,903$1.66M0.4%-5.8%0.326%
5/1/2025Hughes Financial Services LLC6,292$161K0.0%N/A0.032%
5/1/2025 Blue Square Asset Management LLC45,660$1.17M0.6%-2.1%0.229%
4/30/2025 Leavell Investment Management Inc.266,114$6.80M0.3%+3.5%1.337%
4/28/2025Buffington Mohr McNeal11,490$294K0.1%+9.3%0.058%
4/28/2025 Private Trust Co. NA7,574$194K0.0%+13.9%0.038%
4/25/2025Spinnaker Trust45,085$1.15M0.1%+32.5%0.228%
4/22/2025 Cambridge Investment Research Advisors Inc.15,486$396K0.0%+31.3%0.078%
4/22/2025 Crews Bank & Trust30,981$792K0.1%-5.9%0.156%
4/21/2025PSI Advisors LLC56,874$1.45M0.5%+11.4%0.287%
4/17/2025 Janney Montgomery Scott LLC22,338$571K0.0%+36.7%0.113%
4/16/2025 Praetorian Wealth Management Inc.236,902$6.06M1.5%+1.3%1.196%
4/14/2025 Bank of New Hampshire2,905$74K0.0%-20.5%0.015%
4/11/2025 Princeton Global Asset Management LLC15,700$401K0.1%+127.5%0.079%
4/9/2025 Lbmc Investment Advisors LLC366,493$9.37M0.7%+11.1%1.851%
4/9/2025 Harbor Investment Advisory LLC3,656$93K0.0%+15.7%0.018%
4/8/2025 Global Financial Private Client LLC5,801$148K0.1%-10.0%0.029%
2/18/2025 Novem Group20,931$533K0.1%N/A0.117%
2/18/202510Elms LLP19,204$489K0.5%N/A0.107%
2/17/2025Captrust Financial Advisors24,857$633K0.0%-10.6%0.139%
2/17/2025Cary Street Partners Financial LLC9,595$244K0.0%N/A0.054%
2/17/2025Ameriprise Financial Inc.319,987$8.15M0.0%+19.0%1.788%
2/14/2025Stonebridge Capital Advisors LLC8,693$221K0.0%-7.0%0.049%
2/14/2025Integrated Wealth Concepts LLC304,752$7.76M0.1%+35.3%1.703%
2/13/2025United Capital Financial Advisors LLC91,410$2.33M0.0%+7.5%0.511%
2/11/2025Sandy Spring Bank43,388$1.11M0.0%-9.8%0.242%
2/10/2025Eldridge Investment Advisors Inc.8,000$204K0.0%N/A0.045%
2/10/2025Hills Bank & Trust Co324,032$8.25M0.6%+4.0%1.810%
2/7/2025Horan Securities Inc.8,454$215K0.1%-33.4%0.047%
Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift (Ad)

Trump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. It's a $100 trillion move to unlock federal lands, oil reserves, and buried minerals... all for profit. Trump's team is already executing the orders... and Wall Street legend Whitney Tilson is stepping forward to show you how to position before the deadline.

Click here to see the full story.
2/5/2025Peloton Wealth Strategists11,000$280K0.1%+7.8%0.061%
1/30/2025Spinnaker Trust34,025$866K0.1%+9.9%0.190%
1/29/2025 Sonata Capital Group Inc.95,287$2.43M1.0%+24.7%0.532%
1/29/2025 Leavell Investment Management Inc.257,114$6.55M0.3%+24.1%1.436%
1/24/2025 Princeton Global Asset Management LLC6,900$176K0.0%+12.7%0.039%
1/23/2025 Crews Bank & Trust32,911$838K0.1%N/A0.184%
1/22/2025Buffington Mohr McNeal10,509$268K0.0%+6.6%0.059%
1/21/2025 Blue Square Asset Management LLC46,623$1.19M0.6%-3.3%0.260%
1/16/2025 Lbmc Investment Advisors LLC329,799$8.40M0.7%+4.4%1.842%
1/14/2025 Global Financial Private Client LLC6,442$164K0.1%-32.5%0.036%
1/13/2025PSI Advisors LLC51,074$1.30M0.4%-5.4%0.285%
1/10/2025 Praetorian Wealth Management Inc.233,962$5.96M1.4%+1.0%1.307%
1/2/2025 Confluence Investment Management LLC75,478$1.92M0.0%+1.6%0.422%
11/15/2024Integrated Wealth Concepts LLC225,318$5.78M0.1%+18.9%1.259%
11/14/2024Captrust Financial Advisors27,805$713K0.0%+52.1%0.155%
11/1/2024 Leavell Investment Management Inc.207,114$5.31M0.3%+5.6%1.157%
11/1/2024 Sonata Capital Group Inc.76,390$1.96M0.8%N/A0.427%
10/31/2024 Confluence Investment Management LLC74,294$1.91M0.0%+4.7%0.415%
10/31/2024Spinnaker Trust30,966$794K0.0%-2.9%0.173%
10/29/2024 Blue Square Asset Management LLC48,194$1.24M0.7%-2.4%0.269%
10/16/2024Buffington Mohr McNeal9,855$253K0.0%N/A0.055%
10/8/2024 Lbmc Investment Advisors LLC315,909$8.11M0.6%+22.5%1.765%
10/2/2024 Praetorian Wealth Management Inc.231,713$5.95M1.5%-4.8%1.294%
8/8/2024 Parallel Advisors LLC17,394$440K0.0%+22.4%0.097%
8/8/2024STAR Financial Bank7,921$201K0.2%N/A0.044%
8/7/2024Ashton Thomas Private Wealth LLC255,709$6.48M0.4%-6.9%1.429%
7/25/2024Hills Bank & Trust Co275,858$6.99M0.6%+12.4%1.541%
7/23/2024PSI Advisors LLC53,974$1.37M0.4%N/A0.302%
7/23/2024 Exchange Capital Management Inc.12,754$323K0.1%N/A0.071%
7/17/2024 Archford Capital Strategies LLC20,855$528K0.1%+9.8%0.117%
7/15/2024 Newman Dignan & Sheerar Inc.120,680$3.06M0.8%+0.7%0.674%
7/11/2024 Lbmc Investment Advisors LLC257,981$6.53M0.6%+38.2%1.441%
7/10/2024 Praetorian Wealth Management Inc.243,485$6.17M1.6%-3.5%1.360%
7/1/2024 Confluence Investment Management LLC70,934$1.80M0.0%+2.5%0.396%
5/17/2024Comerica Bank11,442$290K0.0%+277.6%0.064%
5/15/2024Stonebridge Capital Advisors LLC30,208$766K0.1%-14.9%0.169%
5/2/2024Horan Securities Inc.8,946$227K0.1%+11.6%0.050%
5/1/2024 Janney Montgomery Scott LLC17,997$456K0.0%+24.8%0.101%
4/24/2024 Leavell Investment Management Inc.195,976$4.97M0.3%-3.4%1.101%
4/24/2024 Archford Capital Strategies LLC18,990$481K0.1%+5.5%0.107%
4/22/2024Ashton Thomas Private Wealth LLC274,634$6.96M0.4%+0.6%1.543%
4/12/2024 Harbor Investment Advisory LLC2,056$52K0.0%N/A0.017%
4/12/2024 Lbmc Investment Advisors LLC186,620$4.73M0.4%+141.7%1.505%
4/10/2024 Praetorian Wealth Management Inc.252,380$6.40M1.7%+6.5%2.035%
4/1/2024 Confluence Investment Management LLC69,218$1.76M0.0%N/A0.558%
2/12/2024Arrow Financial Corp9,388$239K0.0%-8.5%0.076%
2/7/2024Horan Securities Inc.8,013$204K0.1%N/A0.065%
2/7/2024Hills Bank & Trust Co244,958$6.25M0.6%+145.8%1.975%
2/2/2024Spinnaker Trust11,946$305K0.0%N/A0.096%
2/2/2024Gould Asset Management LLC CA17,130$437K0.1%N/A0.138%
The stealth altcoin the financial world is underestimating (Ad)

The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should buy in this market, this token might just be it.

Get the whole story on this "crypto market unicorn" right here.
1/30/2024Scissortail Wealth Management LLC60,436$1.54M0.5%N/A0.487%
1/26/2024Sandy Spring Bank37,310$952K0.0%-2.4%0.301%
1/23/2024 Leavell Investment Management Inc.202,976$5.18M0.3%+12.3%1.637%
1/22/2024 Princeton Global Asset Management LLC6,125$156K0.0%+175.3%0.049%
1/16/2024 Lbmc Investment Advisors LLC77,200$1.97M0.2%+57.6%0.623%
1/12/2024 Archford Capital Strategies LLC17,999$459K0.1%+25.6%0.145%
1/11/2024 Praetorian Wealth Management Inc.236,943$6.05M1.7%+5.6%1.911%
11/15/2023Stonebridge Capital Advisors LLC39,568$982K0.1%-3.2%0.319%
11/15/2023Integrated Wealth Concepts LLC102,749$2.55M0.0%-7.9%0.829%
11/8/2023 Janney Montgomery Scott LLC14,407$357K0.0%+38.9%0.116%
(Data available from 1/1/2016 forward)

IBMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMO shares?

During the previous two years, 44 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Muni Bond ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($14.56M), Lbmc Investment Advisors LLC ($10.56M), Integrated Wealth Concepts LLC ($8.32M), Hills Bank & Trust Co ($8.25M), Ameriprise Financial Inc. ($8.15M), Leavell Investment Management Inc. ($6.94M), and Ashton Thomas Private Wealth LLC ($6.48M).Learn more on iShares iBonds Dec 2026 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2026 Term Muni Bond ETF's stock?

Of the 40 institutional investors that purchased iShares iBonds Dec 2026 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 ($362.94K), Hills Bank & Trust Co ($287.92K), Integrated Wealth Concepts LLC ($135.73K), Leavell Investment Management Inc. ($99.39K), Sonata Capital Group Inc. ($95.29K), Confluence Investment Management LLC ($75.48K), and Scissortail Wealth Management LLC ($60.44K).

How much institutional buying is happening at iShares iBonds Dec 2026 Term Muni Bond ETF?

Institutional investors have bought a total of 733,749 shares in the last 24 months. This purchase volume represents approximately $18.75M in transactions.

Which of iShares iBonds Dec 2026 Term Muni Bond ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares iBonds Dec 2026 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ashton Thomas Private Wealth LLC ($18.93K), Newman Dignan & Sheerar Inc. ($12.79K), Praetorian Wealth Management Inc. ($11.77K), Janney Montgomery Scott LLC ($8.21K), Sandy Spring Bank ($4.73K), Horan Securities Inc. ($4.23K), and Scissortail Wealth Management LLC ($3.96K).

How much institutional selling is happening at iShares iBonds Dec 2026 Term Muni Bond ETF?

Institutional investors have sold a total of 85,324 shares in the last 24 months. This volume of shares sold represents approximately $2.18M in transactions.


Related Companies

This page (BATS:IBMO) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored