Free Trial

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

+0.02 (+0.08%)
(As of 07/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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'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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2024Lbmc Investment Advisors LLC203,274$5.08M0.4%+29.3%1.206%
7/10/2024 Praetorian 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%
4/10/2024 Praetorian Wealth Management Inc.253,991$6.39M1.7%+6.4%2.320%
4/2/2024 Heartwood 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%
1/17/2024 Heartwood Wealth Advisors LLC618,412$15.72M2.1%-0.7%5.648%
1/16/2024Lbmc Investment Advisors LLC38,710$984K0.1%N/A0.354%
1/11/2024 Praetorian 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%
10/17/2023 Heartwood Wealth Advisors LLC622,754$15.25M2.2%+2.9%5.687%
10/11/2023 Praetorian 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%
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%
7/19/2023 Heartwood 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%
The Overlooked Retirement Asset You Probably Don’t Own (Ad)

4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.

Click here to access the Crypto Retirement Blueprint now.
7/10/2023 Praetorian 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%
5/5/2023Sandy Spring Bank34,275$873K0.0%+6.4%0.330%
5/3/2023Arrow Financial Corp10,327$263K0.0%+4.8%0.099%
4/14/2023 Heartwood Wealth Advisors LLC571,772$14.56M2.2%+8.6%5.498%
4/12/2023 Praetorian Wealth Management Inc.224,358$5.71M1.9%+16.8%2.157%
4/4/2023 Confluence Investment Management LLC107,715$2.74M0.0%+931.8%1.077%
2/10/2023Sandy Spring Bank32,205$808K0.0%+15.7%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.35,920$901K0.0%+86.1%0.000%
2/2/2023Arrow Financial Corp9,857$247K0.0%+22.6%0.000%
1/26/2023Archford Capital Strategies LLC13,696$343K0.1%+13.6%0.000%
1/24/2023Harbor Investment Advisory LLC1,229$31K0.0%N/A0.000%
1/20/2023Newman Dignan & Sheerar Inc.23,807$597K0.2%N/A0.000%
1/18/2023Private Trust Co. NA9,894$248K0.0%N/A0.000%
1/12/2023 Heartwood Wealth Advisors LLC526,701$13.21M2.1%-3.3%0.000%
1/11/2023 Praetorian Wealth Management Inc.192,075$4.82M1.7%+11.8%0.000%
1/5/2023Capital Investment Advisors LLC17,408$437K0.0%+109.7%0.000%
1/4/2023 Confluence Investment Management LLC10,440$262K0.0%-95.2%0.000%
(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, 24 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 ($16.70M), US Bancorp DE ($15.89M), Hills Bank & Trust Co ($7.40M), Praetorian Wealth Management Inc. ($6.17M), NewEdge Advisors LLC ($5.60M), Lbmc Investment Advisors LLC ($5.08M), and Confluence Investment Management LLC ($1.01M).Learn more on IBMP's institutional investors.

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

Of the 23 institutional investors that purchased iShares iBonds Dec 2027 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 ($291.07K), Lbmc Investment Advisors LLC ($203.27K), Heartwood Wealth Advisors LLC ($141.04K), Confluence Investment Management LLC ($137.53K), Praetorian Wealth Management Inc. ($84.09K), US Bancorp DE ($48.62K), and Newman Dignan & Sheerar Inc. ($33.83K).

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

Institutional investors have bought a total of 1,087,326 shares in the last 24 months. This purchase volume represents approximately $27.32M in transactions.

Which iShares iBonds Dec 2027 Term Muni Bond ETF 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: Confluence Investment Management LLC ($301.68K), NewEdge Advisors LLC ($28.77K), Heartwood Wealth Advisors LLC ($22.43K), Archford Capital Strategies LLC ($10.36K), Praetorian Wealth Management Inc. ($9.25K), Cambridge Investment Research Advisors Inc. ($4.95K), and Private Trust Co. NA ($1.76K).

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

Institutional investors have sold a total of 380,074 shares in the last 24 months. This volume of shares sold represents approximately $9.48M in transactions.

This page (BATS:IBMP) was last updated on 7/15/2024 by Staff

From Our Partners