Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free IBMR Stock Alerts

iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) Institutional Ownership

iShares iBonds Dec 2029 Term Muni Bond ETF logo
$24.78 +0.06 (+0.22%)
As of 12:54 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Muni Bond ETF (BATS:IBMR)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$14.94M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$944.36K
Get IBMR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2029 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

IBMR Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 Term Muni Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026NewEdge Advisors LLC63,985$1.63M0.0%-8.2%0.630%
9/9/2026Roble Belko & Company Inc68,802$1.77M0.2%N/A0.678%
9/9/2026Sterling Investment Advisors Ltd.27,350$704K0.1%N/A0.269%
8/22/2026United Community Bank1,485$38K0.0%N/A0.015%
7/8/2026Praetorian Wealth Management Inc.253,195$6.43M1.1%+1.8%2.495%
7/1/2026Noble Wealth Management PBC1,100$28K0.0%-45.0%0.011%
7/1/2026Confluence Investment Management LLC87,480$2.22M0.0%+0.9%0.862%
6/3/2026Parallel Advisors LLC27,435$695K0.0%+18.5%0.270%
6/3/2026NewEdge Advisors LLC69,682$1.77M0.0%-18.7%0.687%
5/13/2026Godshalk Welsh Capital Management Inc.46,000$1.17M0.7%+47.0%0.453%
5/8/2026HORAN Wealth LLC8,517$217K0.0%N/A0.084%
5/7/2026Parallel Advisors LLC27,435$695K0.0%+18.5%0.270%
4/23/2026Spinnaker Trust61,223$1.55M0.1%+35.2%0.603%
4/17/2026Matthew Goff Investment Advisor LLC124,349$2.89M0.5%N/A1.225%
2/18/2026NewEdge Advisors LLC85,690$2.18M0.0%+2.0%0.529%
2/13/2026Integrated Wealth Concepts LLC104,056$2.65M0.0%+153.4%0.642%
2/12/2026Godshalk Welsh Capital Management Inc.31,300$796K0.5%+31.5%0.193%
2/11/2026Parallel Advisors LLC23,161$589K0.0%+14.4%0.143%
2/10/2026Spinnaker Trust45,271$1.15M0.1%+72.0%0.279%
2/9/2026PSI Advisors LLC50,800$1.29M0.3%N/A0.314%
2/4/2026Atlantic Union Bankshares Corp67,081$1.71M0.0%+17.5%0.417%
1/23/2026Curbstone Financial Management Corp60,270$1.53M0.3%+86.8%0.397%
1/21/2026Prime Capital Investment Advisors LLC20,497$521K0.0%+4.3%0.135%
1/21/2026Crews Bank & Trust18,125$461K0.1%+2.3%0.119%
1/20/2026Blue Square Asset Management LLC30,512$776K0.3%+6.7%0.201%
1/14/2026Praetorian Wealth Management Inc.205,521$5.23M1.0%+17.2%1.366%
1/7/2026MassMutual Private Wealth & Trust FSB6,146$156K0.0%-20.4%0.041%
1/5/2026Confluence Investment Management LLC81,442$2.07M0.0%+10.2%0.548%
11/17/2025NewEdge Advisors LLC84,023$2.15M0.0%+1.3%0.697%
11/17/2025United Capital Financial Advisors LLC113,259$2.89M0.0%+14.7%0.940%
11/17/2025Integrated Wealth Concepts LLC41,062$1.05M0.0%+3.9%0.341%
11/17/2025Flow Traders U.S. LLC23,116$590K0.0%+9.4%0.192%
11/13/2025Parallel Advisors LLC20,250$517K0.0%-3.0%0.168%
11/12/202510Elms LLP20,400$521K0.5%+3.6%0.169%
11/10/2025Cary Street Partners Financial LLC8,686$222K0.0%+8.6%0.072%
11/5/2025Spinnaker Trust26,320$672K0.0%+60.0%0.218%
11/5/2025Prime Capital Investment Advisors LLC19,644$502K0.0%-6.6%0.163%
11/4/2025Atlantic Union Bankshares Corp57,087$1.46M0.0%+1.7%0.474%
10/28/2025Leavell Investment Management Inc.39,033$997K0.0%+35.2%0.325%
10/28/2025Blue Square Asset Management LLC28,607$730K0.3%-2.4%0.238%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
10/22/2025MassMutual Private Wealth & Trust FSB7,724$197K0.0%-38.4%0.065%
10/15/2025Curbstone Financial Management Corp32,270$824K0.2%+15.4%0.270%
10/15/2025Praetorian Wealth Management Inc.175,401$4.48M0.9%+0.9%1.493%
10/14/2025Confluence Investment Management LLC73,935$1.89M0.0%-6.8%0.629%
10/9/2025Newman Dignan & Sheerar Inc.22,342$570K0.1%+36.1%0.190%
10/7/2025Lbmc Investment Advisors LLC260,666$6.66M0.4%+15.9%2.237%
8/14/2025NewEdge Advisors LLC82,917$2.09M0.0%-1.7%0.793%
8/13/2025Flow Traders U.S. LLC21,128$533K0.0%N/A0.202%
8/6/2025Atlantic Union Bankshares Corp56,112$1.42M0.0%N/A0.537%
8/4/2025Spinnaker Trust16,450$415K0.0%N/A0.157%
7/31/2025Leavell Investment Management Inc.28,863$728K0.0%+108.9%0.276%
7/29/2025Curbstone Financial Management Corp27,970$706K0.1%N/A0.269%
7/21/2025Exchange Capital Management Inc.15,629$394K0.1%-7.4%0.152%
7/18/2025Newman Dignan & Sheerar Inc.16,414$414K0.1%+9.4%0.160%
7/9/2025Praetorian Wealth Management Inc.173,871$4.69M1.1%+3.6%1.713%
7/9/2025Lbmc Investment Advisors LLC224,821$5.67M0.4%+100.0%2.215%
7/9/2025MassMutual Private Wealth & Trust FSB12,545$317K0.0%N/A0.124%
7/8/2025Parallel Advisors LLC20,880$527K0.0%+6.0%0.206%
7/1/2025Confluence Investment Management LLC79,369$2.00M0.0%+544.1%0.840%
5/16/2025NewEdge Advisors LLC84,353$2.11M0.0%-20.3%0.888%
5/9/2025Cary Street Partners Financial LLC7,996$200K0.0%N/A0.088%
4/16/2025Praetorian Wealth Management Inc.167,865$4.20M1.0%+9.2%1.908%
4/11/2025Princeton Global Asset Management LLC1,100$28K0.0%N/A0.013%
4/9/2025Lbmc Investment Advisors LLC112,413$2.82M0.2%+67.0%1.277%
2/18/202510Elms LLP16,200$405K0.4%N/A0.421%
2/14/2025Integrated Wealth Concepts LLC39,500$987K0.0%N/A1.026%
2/13/2025United Capital Financial Advisors LLC76,363$1.91M0.0%N/A1.983%
2/11/2025Sandy Spring Bank48,305$1.21M0.0%+29.7%1.255%
2/5/2025Noble Wealth Management PBC2,000$50K0.0%N/A0.052%
2/4/2025Exchange Capital Management Inc.17,939$448K0.1%-5.7%0.466%
1/30/2025Newman Dignan & Sheerar Inc.15,001$375K0.1%N/A0.390%
1/29/2025Leavell Investment Management Inc.13,653$341K0.0%+62.5%0.355%
1/23/2025Crews Bank & Trust17,710$442K0.1%N/A0.460%
1/21/2025Blue Square Asset Management LLC30,244$755K0.4%N/A0.786%
1/16/2025Lbmc Investment Advisors LLC67,329$1.68M0.1%N/A1.749%
1/10/2025Praetorian Wealth Management Inc.153,688$3.84M0.9%+29.9%3.992%
11/1/2024Leavell Investment Management Inc.8,403$214K0.0%N/A0.218%
10/31/2024Confluence Investment Management LLC12,139$309K0.0%+4.2%0.315%
10/16/2024Buffington Mohr McNeal10,020$255K0.0%N/A0.260%
10/2/2024Praetorian Wealth Management Inc.118,268$3.02M0.8%+10.7%3.072%
8/8/2024Parallel Advisors LLC17,431$433K0.0%+22.5%0.453%
8/8/2024STAR Financial Bank11,960$297K0.2%N/A0.311%
7/30/2024International Assets Investment Management LLC5,657$128K0.0%N/A0.147%
7/23/2024Exchange Capital Management Inc.13,689$340K0.1%N/A0.356%
7/17/2024Archford Capital Strategies LLC8,580$213K0.0%N/A0.223%
7/10/2024Praetorian Wealth Management Inc.106,824$2.66M0.7%+18.0%2.775%
7/1/2024Confluence Investment Management LLC11,649$290K0.0%-9.6%0.303%
4/10/2024Praetorian Wealth Management Inc.90,533$2.29M0.6%+115.2%0.000%
4/1/2024Confluence Investment Management LLC12,886$325K0.0%N/A0.000%
1/26/2024Sandy Spring Bank8,780$225K0.0%+80.7%0.000%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
1/24/2024Prime Capital Investment Advisors LLC8,830$226K0.0%N/A0.000%
1/11/2024Praetorian Wealth Management Inc.42,069$1.08M0.3%N/A0.000%
10/30/2023Sandy Spring Bank4,860$116K0.0%+59.9%0.000%
10/10/2023Confluence Investment Management LLC12,887$308K0.0%N/A0.000%


IBMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Muni Bond ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($6.66M), Praetorian Wealth Management Inc. ($6.43M), Matthew Goff Investment Advisor LLC ($2.89M), United Capital Financial Advisors LLC ($2.89M), Integrated Wealth Concepts LLC ($2.65M), Confluence Investment Management LLC ($2.22M), and Roble Belko & Company Inc ($1.77M).Learn more on iShares iBonds Dec 2029 Term Muni Bond ETF's institutional investors.

Of the 30 institutional investors that purchased iShares iBonds Dec 2029 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 ($260.67K), Matthew Goff Investment Advisor LLC ($124.35K), Integrated Wealth Concepts LLC ($104.05K), Praetorian Wealth Management Inc. ($103.09K), United Capital Financial Advisors LLC ($90.92K), Confluence Investment Management LLC ($75.82K), and Roble Belko & Company Inc ($68.80K).

Institutional investors have bought a total of 587,697 shares in the last 24 months. This purchase volume represents approximately $14.94M in transactions.

The following institutional investors have sold iShares iBonds Dec 2029 Term Muni Bond ETF stock in the last 24 months: NewEdge Advisors LLC ($21.71K), MassMutual Private Wealth & Trust FSB ($6.40K), Confluence Investment Management LLC ($5.43K), Prime Capital Investment Advisors LLC ($1.39K), Noble Wealth Management PBC ($900.00), Blue Square Asset Management LLC ($689.00), and Parallel Advisors LLC ($630.00).

Institutional investors have sold a total of 37,150 shares in the last 24 months. This volume of shares sold represents approximately $944.36K in transactions.


Related Companies

Institutional ownership data for BATS:IBMR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | 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
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel