Go Pro
→ DOJ Admits It In Court—Your Cash Can Be Seized Without Warning (From Priority Gold) (Ad)tc pixel Free IBMP Stock Alerts

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

iShares iBonds Dec 2027 Term Muni Bond ETF logo
$25.33 -0.04 (-0.16%)
As of 01:25 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$22.75M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.46M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Praetorian Wealth Management Inc.285,165$7.25M1.3%-1.4%1.305%
6/3/2026Parallel Advisors LLC30,885$786K0.0%+2.1%0.141%
5/13/2026Godshalk Welsh Capital Management Inc.42,500$1.08M0.6%+17.1%0.195%
5/8/2026PNC Financial Services Group Inc.20,226$515K0.0%+2.5%0.093%
5/7/2026Parallel Advisors LLC30,885$786K0.0%+2.1%0.141%
4/29/2026 Evergreen Private Wealth LLC53,044$1.35M0.5%+6.9%0.243%
4/29/2026 O Domhnaill Enterprises Inc.44,261$1.13M0.9%N/A0.203%
4/23/2026Spinnaker Trust74,784$1.90M0.1%+9.8%0.342%
4/17/2026 Matthew Goff Investment Advisor LLC310,824$7.53M1.2%N/A1.423%
2/18/2026NewEdge Advisors LLC485,182$12.32M0.0%+6.8%2.221%
2/17/2026Captrust Financial Advisors24,522$623K0.0%+12.7%0.112%
2/16/202610Elms LLP22,694$576K0.5%+3.2%0.104%
2/13/2026Integrated Wealth Concepts LLC203,890$5.18M0.1%+1.2%0.933%
2/12/2026Godshalk Welsh Capital Management Inc.36,300$922K0.5%+12.4%0.166%
2/11/2026Eldridge Investment Advisors Inc.12,900$328K0.1%N/A0.059%
2/11/2026Parallel Advisors LLC30,241$768K0.0%+2.5%0.138%
2/10/2026Spinnaker Trust68,105$1.73M0.1%+4.3%0.312%
2/9/2026PSI Advisors LLC131,846$3.35M0.8%N/A0.603%
2/6/2026PNC Financial Services Group Inc.19,729$501K0.0%+100.3%0.090%
2/4/2026Atlantic Union Bankshares Corp54,501$1.38M0.0%+6.9%0.249%
1/28/2026 Evergreen Private Wealth LLC49,609$1.26M0.5%+9.2%0.227%
1/23/2026 Curbstone Financial Management Corp30,060$763K0.1%+38.8%0.138%
1/22/2026 Newman Dignan & Sheerar Inc.36,265$921K0.2%-45.0%0.166%
1/21/2026 Crews Bank & Trust35,825$910K0.1%-3.3%0.164%
1/20/2026 Princeton Global Asset Management LLC8,450$215K0.0%+113.9%0.039%
1/20/2026 Blue Square Asset Management LLC46,209$1.17M0.5%+4.3%0.211%
1/14/2026 Praetorian Wealth Management Inc.260,139$6.61M1.3%+8.5%1.191%
1/12/2026 Heartwood Wealth Advisors LLC767,948$19.50M1.8%-0.4%3.515%
1/5/2026 Confluence Investment Management LLC31,764$806K0.0%-12.5%0.145%
12/2/2025 IFP Advisors Inc32,615$831K0.0%-6.5%0.149%
11/17/2025NewEdge Advisors LLC454,126$11.57M0.1%+9.5%2.078%
11/17/2025United Capital Financial Advisors LLC121,401$3.09M0.0%+10.6%0.556%
11/17/2025Integrated Wealth Concepts LLC201,455$5.13M0.0%+0.2%0.922%
11/17/2025Ameriprise Financial Inc.33,683$858K0.0%-63.5%0.154%
11/13/2025Parallel Advisors LLC29,496$751K0.0%-1.9%0.135%
11/12/202510Elms LLP21,994$560K0.5%+3.0%0.101%
11/5/2025Spinnaker Trust65,286$1.66M0.1%+11.2%0.299%
11/5/2025Prime Capital Investment Advisors LLC13,047$332K0.0%-3.9%0.060%
11/5/2025HORAN Wealth LLC8,544$218K0.0%N/A0.039%
10/30/2025CNB Bank7,594$193K0.1%N/A0.035%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
10/28/2025 Leavell Investment Management Inc.189,591$4.83M0.2%+6.4%0.868%
10/28/2025Gould Asset Management LLC CA21,910$558K0.1%+5.6%0.100%
10/28/2025 Blue Square Asset Management LLC44,307$1.13M0.5%-1.8%0.203%
10/22/2025 Crews Bank & Trust37,038$944K0.1%+20.5%0.170%
10/15/2025 Curbstone Financial Management Corp21,660$552K0.1%N/A0.099%
10/15/2025 Private Trust Co. NA11,983$305K0.0%-10.5%0.055%
10/15/2025 Praetorian Wealth Management Inc.239,846$6.11M1.3%-1.9%1.098%
10/14/2025 Confluence Investment Management LLC36,318$925K0.0%-8.8%0.166%
10/9/2025 Newman Dignan & Sheerar Inc.65,953$1.68M0.4%-4.4%0.302%
10/7/2025Lbmc Investment Advisors LLC471,757$12.02M0.8%+11.2%2.159%
10/6/2025 Heartwood Wealth Advisors LLC771,347$19.65M1.8%+2.3%3.530%
8/15/2025Captrust Financial Advisors19,181$486K0.0%-8.0%0.088%
8/15/2025Ameriprise Financial Inc.92,193$2.34M0.0%-37.6%0.422%
8/14/2025NewEdge Advisors LLC414,771$10.51M0.1%+9.3%1.898%
8/8/2025PNC Financial Services Group Inc.9,849$250K0.0%N/A0.045%
8/7/2025 Hughes Financial Services LLC7,550$192K0.0%+5.7%0.035%
8/6/2025Atlantic Union Bankshares Corp50,995$1.29M0.0%N/A0.233%
8/5/2025Gould Asset Management LLC CA20,740$526K0.1%+15.4%0.095%
8/4/2025Spinnaker Trust58,700$1.49M0.1%+4.7%0.269%
7/31/2025 Leavell Investment Management Inc.178,143$4.52M0.2%+2.0%0.815%
7/30/2025 Strategic Blueprint LLC8,633$219K0.0%N/A0.040%
7/29/2025 Private Trust Co. NA13,392$339K0.0%+19.6%0.061%
7/23/2025Prime Capital Investment Advisors LLC13,576$344K0.0%-8.2%0.062%
7/21/2025Exchange Capital Management Inc.13,951$354K0.1%-6.9%0.064%
7/18/2025 Newman Dignan & Sheerar Inc.68,999$1.75M0.4%-2.8%0.316%
7/17/2025Janney Montgomery Scott LLC13,926$353K0.0%-13.8%0.064%
7/9/2025 Praetorian Wealth Management Inc.244,449$6.20M1.4%-0.9%1.119%
7/9/2025Lbmc Investment Advisors LLC424,215$10.75M0.8%+14.0%1.941%
7/9/2025 MassMutual Private Wealth & Trust FSB19,539$495K0.0%N/A0.089%
7/8/2025 Heartwood Wealth Advisors LLC753,839$19.11M2.0%+0.1%3.450%
7/8/2025Parallel Advisors LLC30,076$762K0.0%+4.0%0.138%
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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%


IBMP Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 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 ($19.50M), NewEdge Advisors LLC ($12.32M), Lbmc Investment Advisors LLC ($12.02M), Hills Bank & Trust Co ($8.48M), Matthew Goff Investment Advisor LLC ($7.53M), Praetorian Wealth Management Inc. ($7.25M), and Integrated Wealth Concepts LLC ($5.18M).Learn more on iShares iBonds Dec 2027 Term Muni Bond ETF's institutional investors.

Of the 40 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: Matthew Goff Investment Advisor LLC ($310.82K), Lbmc Investment Advisors LLC ($268.48K), Leavell Investment Management Inc. ($162.77K), PSI Advisors LLC ($134.55K), NewEdge Advisors LLC ($116.64K), Integrated Wealth Concepts LLC ($109.60K), and Heartwood Wealth Advisors LLC ($94.92K).

Institutional investors have bought a total of 894,934 shares in the last 24 months. This purchase volume represents approximately $22.75M in transactions.

Of the 12 institutional investors that sold iShares iBonds Dec 2027 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($114.12K), Newman Dignan & Sheerar Inc. ($32.73K), Praetorian Wealth Management Inc. ($8.61K), Confluence Investment Management LLC ($8.05K), Heartwood Wealth Advisors LLC ($3.40K), IFP Advisors Inc ($2.28K), and Captrust Financial Advisors ($1.66K).

Institutional investors have sold a total of 175,365 shares in the last 24 months. This volume of shares sold represents approximately $4.46M in transactions.


Related Companies

This page (BATS:IBMP) was last updated on 8/4/2026 by MarketBeat.com Staff.
From Our Partners
The Market Hasn't Fully Caught This Yet
Surface samples on this project have returned grades up to 73 g/t gold and 21% copper, right next to a produce...
i2i Marketing Group, LLC | Sponsoredtc pixel
7 Bankers Met in Secret (Now We Pay for It)
A little-known meeting in 1910 cost the average American family their entire financial freedom. They met in se...
Decentralized Masters | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Apple just sent a powerful signal to investors
Apple just crossed a $5 trillion market value as shares climbed 25% this year, fueled by new product launches ...
Mode Mobile | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Simple Options Trading For Beginners' book at no cost - normally $29.97. It ou...
Profits Run | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Only one company survived this screen
On May 21, 2026, a federal board voted unanimously to lend one gold company roughly $3 billion. The company...
Behind the Markets | Sponsoredtc pixel