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

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$18.57M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.68M
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IBMO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 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
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%
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%
1/22/2024Princeton 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%
11/8/2023Janney Montgomery Scott LLC14,407$357K0.0%+38.9%0.116%
11/8/2023Newman Dignan & Sheerar Inc.110,401$2.74M0.9%+0.9%0.890%
10/30/2023Sandy Spring Bank38,220$948K0.1%-1.5%0.308%
10/27/2023 Archford Capital Strategies LLC14,326$355K0.1%-41.9%0.116%
10/26/2023Hills Bank & Trust Co99,677$2.47M0.3%N/A0.804%
10/24/2023 Cambridge Investment Research Advisors Inc.14,719$365K0.0%-78.0%0.119%
10/18/2023 Private Trust Co. NA6,919$172K0.0%+10.1%0.056%
10/16/2023 Leavell Investment Management Inc.180,794$4.49M0.3%+1.3%1.458%
10/11/2023 Praetorian Wealth Management Inc.224,345$5.57M1.8%+3.5%1.809%
10/10/2023 Confluence Investment Management LLC12,186$302K0.0%-88.5%0.098%
8/23/2023Stonebridge Capital Advisors LLC40,866$1.03M0.1%+1.9%0.330%
8/9/2023Flow Traders U.S. LLC16,176$407K0.0%N/A0.131%
8/4/2023Sandy Spring Bank38,785$977K0.1%+1.9%0.314%
8/2/2023Newman Dignan & Sheerar Inc.109,383$2.75M0.9%+10.7%0.886%
8/2/2023 Archford Capital Strategies LLC24,638$622K0.1%+79.4%0.199%
7/28/2023 Private Trust Co. NA6,287$158K0.0%-21.9%0.051%
7/26/2023Janney Montgomery Scott LLC10,370$261K0.0%+9.7%0.084%
7/19/2023 Leavell Investment Management Inc.178,394$4.49M0.3%-0.4%1.444%
7/13/2023 Cambridge Investment Research Advisors Inc.66,797$1.68M0.0%-11.2%0.541%
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7/10/2023 Praetorian Wealth Management Inc.216,806$5.46M1.7%-1.3%1.756%
7/3/2023 Confluence Investment Management LLC106,355$2.68M0.0%-1.1%0.883%
5/12/2023Stonebridge Capital Advisors LLC40,114$1.02M0.1%+28.4%0.333%
5/12/2023NewEdge Advisors LLC393,351$10.04M0.1%-6.7%3.264%
5/11/2023 Cambridge Investment Research Advisors Inc.75,206$1.92M0.0%+27.2%0.624%
5/9/2023US Bancorp DE699,145$17.85M0.0%-1.1%5.802%
5/5/2023Sandy Spring Bank38,055$972K0.1%+12.9%0.316%
5/3/2023Arrow Financial Corp10,259$262K0.0%+4.8%0.085%
5/3/2023Integrated Wealth Concepts LLC85,598$2.19M0.0%+71.4%0.710%
4/25/2023Parallel Advisors LLC5,500$140K0.0%N/A0.046%
4/24/2023 Asset Dedication LLC10,187$259K0.0%+9.8%0.085%
4/20/2023Princeton Global Asset Management LLC2,225$57K0.0%+354.1%0.018%
4/18/2023Horan Securities Inc.5,911$151K0.1%N/A0.049%
4/13/2023 Leavell Investment Management Inc.179,194$4.58M0.3%+0.3%1.487%
4/12/2023 Praetorian Wealth Management Inc.219,752$5.61M1.8%+18.6%1.824%
4/10/2023 Lbmc Investment Advisors LLC48,990$1.25M0.1%+397.4%0.407%
4/4/2023 Confluence Investment Management LLC107,577$2.75M0.0%+930.8%0.931%
2/13/2023Integrated Wealth Concepts LLC49,947$1.26M0.0%N/A0.000%
2/10/2023Sandy Spring Bank33,720$850K0.1%+20.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.59,128$1.49M0.0%+145.8%0.000%
2/3/2023Kades & Cheifetz LLC10,305$260K0.2%N/A0.000%
2/2/2023Arrow Financial Corp9,791$247K0.0%+22.5%0.000%
2/1/2023Janney Montgomery Scott LLC9,453$238K0.0%-29.7%0.000%
1/26/2023Vigilant Capital Management LLC3,390$85K0.0%+45.5%0.000%
1/26/2023 Archford Capital Strategies LLC13,564$342K0.1%+33.8%0.000%
1/20/2023Newman Dignan & Sheerar Inc.98,811$2.49M0.8%+30.0%0.000%
1/18/2023 Private Trust Co. NA8,126$205K0.0%-53.2%0.000%
1/17/2023 Leavell Investment Management Inc.178,700$4.51M0.3%+194.3%0.000%
1/11/2023 Praetorian Wealth Management Inc.185,257$4.67M1.7%+11.6%0.000%
1/5/2023 Capital Investment Advisors LLC22,315$563K0.0%+95.5%0.000%
1/4/2023 Confluence Investment Management LLC10,436$263K0.0%-93.9%0.000%
(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, 29 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Muni Bond ETF. The most heavily invested institutionals were US Bancorp DE ($17.85M), NewEdge Advisors LLC ($10.04M), Ashton Thomas Private Wealth LLC ($6.96M), Praetorian Wealth Management Inc. ($6.40M), Hills Bank & Trust Co ($6.25M), Leavell Investment Management Inc. ($4.97M), and Lbmc Investment Advisors LLC ($4.73M).Learn more on IBMO's institutional investors.

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

Of the 27 institutional investors that purchased iShares iBonds Dec 2026 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hills Bank & Trust Co ($244.96K), Lbmc Investment Advisors LLC ($176.77K), Confluence Investment Management LLC ($166.36K), Leavell Investment Management Inc. ($143.06K), Praetorian Wealth Management Inc. ($89.35K), Integrated Wealth Concepts LLC ($85.60K), 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 1,196,361 shares in the last 24 months. This purchase volume represents approximately $30.31M in transactions.

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

Of the 13 institutional investors that sold iShares iBonds Dec 2026 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($256.46K), Cambridge Investment Research Advisors Inc. ($60.49K), NewEdge Advisors LLC ($28.37K), Private Trust Co. NA ($10.99K), Archford Capital Strategies LLC ($10.31K), Integrated Wealth Concepts LLC ($8.78K), and US Bancorp DE ($8.06K).

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

Institutional investors have sold a total of 401,839 shares in the last 24 months. This volume of shares sold represents approximately $10.08M in transactions.


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This page (BATS:IBMO) was last updated on 4/26/2024 by MarketBeat.com Staff

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