Free Trial
→ Cold War Discovery Could Unlock $100 Trillion in Wealth (From Brownstone Research) (Ad) Free IBMP Stock Alerts

iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) Institutional Ownership

iShares iBonds Dec 2027 Term Muni Bond ETF logo
$25.32 +0.15 (+0.60%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$22.80M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$483.55K
Get IBMP Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2027 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

IBMP Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Muni Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Confluence Investment Management LLC39,817$1.01M0.0%-1.8%0.186%
7/1/2025 Harbor Investment Advisory LLC1,115$28K0.0%-55.8%0.005%
5/16/2025NewEdge Advisors LLC379,415$9.59M0.1%+2.9%1.837%
5/16/2025Integrated Wealth Concepts LLC192,237$4.86M0.1%+10.3%0.931%
5/1/2025Hughes Financial Services LLC7,141$180K0.0%N/A0.035%
5/1/2025Blue Square Asset Management LLC45,999$1.16M0.6%-2.0%0.223%
4/30/2025Leavell Investment Management Inc.174,637$4.42M0.2%+5.4%0.846%
4/28/2025Private Trust Co. NA11,200$283K0.0%+35.9%0.055%
4/25/2025Spinnaker Trust56,050$1.42M0.1%+20.6%0.275%
4/22/2025Cambridge Investment Research Advisors Inc.9,349$236K0.0%N/A0.046%
4/22/2025Crews Bank & Trust30,738$777K0.1%+5.4%0.151%
4/21/2025Heartwood Wealth Advisors LLC753,435$19.05M2.2%+6.3%3.702%
4/21/2025PSI Advisors LLC2,700$68K0.0%N/A0.013%
4/16/2025Praetorian Wealth Management Inc.246,667$6.24M1.5%+0.8%1.212%
4/11/2025Princeton Global Asset Management LLC3,950$100K0.0%N/A0.019%
4/9/2025Lbmc Investment Advisors LLC372,141$9.41M0.7%+25.2%1.829%
2/18/202510Elms LLP16,194$407K0.4%N/A0.096%
2/17/2025Captrust Financial Advisors24,283$610K0.0%-5.8%0.144%
2/17/2025Ameriprise Financial Inc.316,716$7.96M0.0%+11.9%1.880%
2/14/2025Integrated Wealth Concepts LLC174,215$4.38M0.1%+55.9%1.034%
2/13/2025United Capital Financial Advisors LLC92,781$2.33M0.0%+7.5%0.551%
2/11/2025Sandy Spring Bank44,485$1.12M0.0%+4.3%0.264%
2/10/2025Parallel Advisors LLC29,102$732K0.0%+48.6%0.173%
2/10/2025Hills Bank & Trust Co337,256$8.48M0.6%+3.7%2.002%
2/7/2025Horan Securities Inc.8,544$215K0.1%+6.9%0.051%
2/6/2025Jones Financial Companies Lllp1,998$50K0.0%N/A0.012%
1/30/2025Spinnaker Trust46,490$1.17M0.1%+54.4%0.276%
1/29/2025Sonata Capital Group Inc.92,603$2.33M1.0%+1,075.2%0.550%
1/29/2025Leavell Investment Management Inc.165,662$4.17M0.2%+186.1%0.983%
1/23/2025Crews Bank & Trust29,153$733K0.1%N/A0.173%
1/21/2025Blue Square Asset Management LLC46,945$1.18M0.6%-3.2%0.279%
1/16/2025Lbmc Investment Advisors LLC297,290$7.47M0.6%+8.5%1.764%
1/10/2025Praetorian Wealth Management Inc.244,645$6.15M1.5%-1.3%1.452%
1/10/2025Heartwood Wealth Advisors LLC709,060$17.83M2.0%+0.8%4.208%
1/2/2025 Confluence Investment Management LLC40,821$1.03M0.0%-1.1%0.242%
12/26/2024JPMorgan Chase & Co.37,761$961K0.0%N/A0.224%
11/15/2024Integrated Wealth Concepts LLC111,753$2.84M0.0%+30.7%0.663%
11/14/2024Captrust Financial Advisors25,791$656K0.0%+26.5%0.153%
11/5/2024Prime Capital Investment Advisors LLC12,475$317K0.0%-6.7%0.074%
11/1/2024Leavell Investment Management Inc.57,912$1.47M0.1%+115.9%0.344%
July 4th: 59% dividend from Bitcoin (No Crypto Needed) (Ad)

I've got something exciting for you this July 4th holiday... How about a 59.07% dividend from Bitcoin? Yes, you read that right. And no, you don't need to buy any cryptocurrency or trade options... Here's the deal: Our July 4th special includes a FREE report on what I call the "Bitcoin Income Vault."

This report is available FREE with our July 4th special:
11/1/2024Sonata Capital Group Inc.7,880$201K0.1%N/A0.047%
10/31/2024 Confluence Investment Management LLC41,256$1.05M0.0%+2.5%0.245%
10/31/2024Spinnaker Trust30,105$766K0.0%+6.8%0.179%
10/29/2024Blue Square Asset Management LLC48,502$1.23M0.7%-2.2%0.288%
10/25/2024True Link Financial Advisors LLC8,592$219K0.0%N/A0.051%
10/8/2024Lbmc Investment Advisors LLC273,962$6.97M0.6%+34.8%1.626%
10/8/2024Heartwood Wealth Advisors LLC703,716$17.91M2.0%+4.0%4.176%
10/2/2024Praetorian Wealth Management Inc.247,941$6.31M1.6%+0.5%1.471%
8/8/2024Parallel Advisors LLC17,447$436K0.0%+22.5%0.104%
7/31/2024Spinnaker Trust28,200$705K0.0%+4.5%0.167%
7/25/2024Hills Bank & Trust Co297,192$7.43M0.6%+2.1%1.764%
7/23/2024Exchange Capital Management Inc.13,111$328K0.1%N/A0.078%
7/17/2024Archford Capital Strategies LLC17,159$429K0.1%+12.3%0.102%
7/15/2024Newman Dignan & Sheerar Inc.70,293$1.76M0.5%+7.7%0.417%
7/11/2024Lbmc Investment Advisors LLC203,274$5.08M0.4%+29.3%1.206%
7/10/2024Praetorian Wealth Management Inc.246,655$6.17M1.6%-2.9%1.464%
7/1/2024 Confluence Investment Management LLC40,259$1.01M0.0%+30.1%0.239%
5/17/2024Comerica Bank17,027$429K0.0%+13.1%0.101%
5/1/2024Janney Montgomery Scott LLC16,129$406K0.0%+28.7%0.096%
4/24/2024Leavell Investment Management Inc.10,126$255K0.0%+11.0%0.060%
4/24/2024Archford Capital Strategies LLC15,274$384K0.1%+8.3%0.091%
4/12/2024Lbmc Investment Advisors LLC157,191$3.96M0.3%+306.1%1.436%
4/10/2024Praetorian Wealth Management Inc.253,991$6.39M1.7%+6.4%2.320%
4/2/2024Heartwood Wealth Advisors LLC663,399$16.70M2.1%+7.3%6.058%
4/1/2024 Confluence Investment Management LLC30,934$779K0.0%N/A0.283%
2/12/2024Arrow Financial Corp9,454$240K0.0%-8.5%0.086%
2/7/2024Hills Bank & Trust Co291,068$7.40M0.7%+80.3%2.658%
2/2/2024Spinnaker Trust9,223$234K0.0%N/A0.084%
1/26/2024Sandy Spring Bank38,745$985K0.0%+2.4%0.354%
1/24/2024Prime Capital Investment Advisors LLC14,426$367K0.0%+5.4%0.132%
1/23/2024Leavell Investment Management Inc.9,126$232K0.0%N/A0.083%
1/17/2024Heartwood Wealth Advisors LLC618,412$15.72M2.1%-0.7%5.648%
1/16/2024Lbmc Investment Advisors LLC38,710$984K0.1%N/A0.354%
1/11/2024Praetorian Wealth Management Inc.238,716$6.07M1.8%+5.3%2.180%
11/9/2023Prime Capital Investment Advisors LLC13,693$335K0.0%N/A0.125%
11/8/2023Janney Montgomery Scott LLC12,504$306K0.0%+48.2%0.114%
10/30/2023Sandy Spring Bank37,855$927K0.1%+7.0%0.346%
10/27/2023Archford Capital Strategies LLC14,454$354K0.1%-41.8%0.132%
10/26/2023Hills Bank & Trust Co161,467$3.95M0.5%N/A1.475%
10/18/2023Private Trust Co. NA8,507$208K0.0%+8.5%0.078%
10/17/2023Heartwood Wealth Advisors LLC622,754$15.25M2.2%+2.9%5.687%
10/11/2023Praetorian Wealth Management Inc.226,637$5.55M1.8%+1.9%2.070%
10/10/2023 Confluence Investment Management LLC12,232$299K0.0%-88.5%0.112%
8/23/2023Stonebridge Capital Advisors LLC6,700$168K0.0%+17.5%0.061%
8/9/2023Flow Traders U.S. LLC10,838$272K0.0%N/A0.100%
8/7/2023Kades & Cheifetz LLC10,980$275K0.2%+10.5%0.101%
8/4/2023Parallel Advisors LLC5,500$138K0.0%N/A0.051%
8/4/2023Sandy Spring Bank35,390$887K0.0%+3.3%0.326%
8/2/2023Newman Dignan & Sheerar Inc.33,827$848K0.3%+42.1%0.312%
8/2/2023Archford Capital Strategies LLC24,816$624K0.1%+79.0%0.229%
July 4th: 59% dividend from Bitcoin (No Crypto Needed) (Ad)

I've got something exciting for you this July 4th holiday... How about a 59.07% dividend from Bitcoin? Yes, you read that right. And no, you don't need to buy any cryptocurrency or trade options... Here's the deal: Our July 4th special includes a FREE report on what I call the "Bitcoin Income Vault."

This report is available FREE with our July 4th special:
7/28/2023Private Trust Co. NA7,842$197K0.0%-18.4%0.072%
7/26/2023Janney Montgomery Scott LLC8,440$212K0.0%N/A0.078%
7/19/2023Heartwood Wealth Advisors LLC605,246$15.17M2.2%+5.9%5.578%
7/13/2023Cambridge Investment Research Advisors Inc.36,420$913K0.0%-12.0%0.336%
7/10/2023Praetorian Wealth Management Inc.222,445$5.58M1.7%-0.9%2.050%
7/3/2023 Confluence Investment Management LLC106,611$2.67M0.0%-1.0%1.020%
5/12/2023Stonebridge Capital Advisors LLC5,700$145K0.0%+130.9%0.055%
5/12/2023NewEdge Advisors LLC220,102$5.60M0.1%-11.6%2.116%
5/9/2023US Bancorp DE624,190$15.89M0.0%+8.4%6.002%
5/8/2023Kades & Cheifetz LLC9,940$253K0.2%N/A0.096%
(Data available from 1/1/2016 forward)

IBMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMP shares?

During the previous two years, 38 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Muni Bond ETF. The most heavily invested institutionals were Heartwood Wealth Advisors LLC ($19.05M), NewEdge Advisors LLC ($9.59M), Lbmc Investment Advisors LLC ($9.41M), Hills Bank & Trust Co ($8.48M), Ameriprise Financial Inc. ($7.96M), Praetorian Wealth Management Inc. ($6.24M), and Integrated Wealth Concepts LLC ($4.86M).Learn more on iShares iBonds Dec 2027 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2027 Term Muni Bond ETF's stock?

Of the 35 institutional investors that purchased iShares iBonds Dec 2027 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 ($372.14K), Hills Bank & Trust Co ($309.21K), Heartwood Wealth Advisors LLC ($172.97K), Leavell Investment Management Inc. ($157.94K), Integrated Wealth Concepts LLC ($106.75K), Sonata Capital Group Inc. ($92.60K), and Confluence Investment Management LLC ($41.26K).

How much institutional buying is happening at iShares iBonds Dec 2027 Term Muni Bond ETF?

Institutional investors have bought a total of 903,595 shares in the last 24 months. This purchase volume represents approximately $22.80M in transactions.

Which of iShares iBonds Dec 2027 Term Muni Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2027 Term Muni Bond ETF stock in the last 24 months: Praetorian Wealth Management Inc. ($10.63K), Blue Square Asset Management LLC ($3.61K), Captrust Financial Advisors ($1.51K), Harbor Investment Advisory LLC ($1.41K), Confluence Investment Management LLC ($1.17K), and Prime Capital Investment Advisors LLC ($898.00).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Muni Bond ETF?

Institutional investors have sold a total of 19,225 shares in the last 24 months. This volume of shares sold represents approximately $483.55K in transactions.


Related Companies

This page (BATS:IBMP) was last updated on 7/6/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
The day and month stocks are most likely to crash next
Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...
Chaikin Analytics | Sponsored
140% Yields From Stocks Like Tesla? Here's How (July 4th Special)
Imagine getting a 140% dividend from your investments. Even better? It works with big names like Tesla, ...
Investors Alley | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump's ticking time bomb
A looming tariff deadline on July 9th could be the spark — but what’s buried inside a recent White House docum...
Porter & Company | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored