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iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) Institutional Ownership

$25.66 -0.01 (-0.04%)
As of 10:24 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2030 Term Muni Bond ETF (BATS:IBMS)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$17.79M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$227.77K
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IBMS Institutional Buying and Selling by Quarter

iShares iBonds Dec 2030 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
7/8/2026 Community Trust & Investment Co.381,639$9.87M0.5%+108.2%11.062%
7/8/2026 Praetorian Wealth Management Inc.220,855$5.71M1.0%+3.1%6.402%
6/3/2026Parallel Advisors LLC16,344$422K0.0%+4.0%0.474%
5/13/2026Godshalk Welsh Capital Management Inc.32,000$827K0.5%+13.9%0.928%
5/7/2026Parallel Advisors LLC16,344$422K0.0%+4.0%0.474%
4/23/2026Spinnaker Trust31,528$814K0.0%+36.0%0.914%
2/18/2026NewEdge Advisors LLC127,265$3.32M0.0%N/A1.305%
2/16/202610Elms LLP6,820$178K0.2%+20.3%0.070%
2/12/2026Godshalk Welsh Capital Management Inc.28,100$732K0.4%+212.2%0.288%
2/11/2026Parallel Advisors LLC15,710$409K0.0%+22.1%0.161%
2/10/2026Spinnaker Trust23,183$604K0.0%N/A0.238%
2/4/2026Atlantic Union Bankshares Corp62,412$1.63M0.0%+22.6%0.640%
1/23/2026 Curbstone Financial Management Corp15,450$403K0.1%N/A0.168%
1/22/2026 Newman Dignan & Sheerar Inc.35,838$934K0.2%+15.5%0.390%
1/21/2026 Crews Bank & Trust11,300$294K0.0%-12.1%0.123%
1/20/2026 Blue Square Asset Management LLC26,441$689K0.3%+15.2%0.292%
1/14/2026 Praetorian Wealth Management Inc.165,540$4.31M0.9%+34.4%1.871%
1/7/2026 MassMutual Private Wealth & Trust FSB9,626$251K0.0%-20.4%0.110%
11/17/2025United Capital Financial Advisors LLC25,819$673K0.0%+80.8%0.420%
11/17/2025Flow Traders U.S. LLC11,173$291K0.0%+10.2%0.182%
11/13/2025FourThought Financial Partners LLC7,678$200K0.0%N/A0.125%
11/13/2025Parallel Advisors LLC12,870$336K0.0%+267.7%0.209%
11/4/2025Atlantic Union Bankshares Corp50,918$1.33M0.0%+0.9%0.856%
10/28/2025 Leavell Investment Management Inc.29,115$759K0.0%+44.8%0.489%
10/28/2025 Blue Square Asset Management LLC22,954$599K0.3%N/A0.386%
10/23/2025 Sarver Vrooman Wealth Advisors1,210$32K0.0%N/A0.021%
10/22/2025 MassMutual Private Wealth & Trust FSB12,097$315K0.0%-14.3%0.205%
10/15/2025 Praetorian Wealth Management Inc.123,175$3.21M0.7%+8.7%2.240%
10/7/2025Lbmc Investment Advisors LLC110,333$2.88M0.2%+83.4%2.102%
8/13/2025Flow Traders U.S. LLC10,142$260K0.0%-21.3%0.282%
8/12/2025JPMorgan Chase & Co.22,319$573K0.0%N/A0.620%
8/6/2025Atlantic Union Bankshares Corp50,469$1.30M0.0%N/A1.402%
7/31/2025 Leavell Investment Management Inc.20,105$516K0.0%N/A0.558%
7/21/2025 Crews Bank & Trust12,860$330K0.1%+50.2%0.367%
7/18/2025 Newman Dignan & Sheerar Inc.31,016$796K0.2%N/A0.886%
7/9/2025 Praetorian Wealth Management Inc.113,309$2.91M0.7%+16.1%3.237%
7/9/2025Lbmc Investment Advisors LLC60,174$1.54M0.1%+222.1%1.719%
7/9/2025 MassMutual Private Wealth & Trust FSB14,115$362K0.0%N/A0.403%
7/8/2025Parallel Advisors LLC3,500$90K0.0%+51.8%0.100%
4/22/2025Crews Bank & Trust8,560$217K0.0%N/A0.451%
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4/16/2025Praetorian Wealth Management Inc.97,572$2.48M0.6%+32.7%5.135%
4/9/2025Lbmc Investment Advisors LLC18,680$474K0.0%N/A1.067%
2/18/202510Elms LLP4,120$105K0.1%N/A0.000%
2/11/2025Sandy Spring Bank43,029$1.09M0.0%+80.5%0.000%
1/10/2025Praetorian Wealth Management Inc.73,528$1.87M0.5%N/A0.000%
10/16/2024Buffington Mohr McNeal9,885$256K0.0%N/A0.000%


IBMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Muni Bond ETF. The most heavily invested institutionals were Community Trust & Investment Co. ($9.87M), Praetorian Wealth Management Inc. ($5.71M), NewEdge Advisors LLC ($3.32M), Lbmc Investment Advisors LLC ($2.88M), Atlantic Union Bankshares Corp ($1.63M), Sandy Spring Bank ($1.09M), and Newman Dignan & Sheerar Inc. ($934K).Learn more on iShares iBonds Dec 2030 Term Muni Bond ETF's institutional investors.

Of the 22 institutional investors that purchased iShares iBonds Dec 2030 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Community Trust & Investment Co. ($198.36K), Praetorian Wealth Management Inc. ($172.16K), NewEdge Advisors LLC ($127.27K), Lbmc Investment Advisors LLC ($110.33K), Atlantic Union Bankshares Corp ($62.41K), Newman Dignan & Sheerar Inc. ($35.84K), and Spinnaker Trust ($31.53K).

Institutional investors have bought a total of 685,799 shares in the last 24 months. This purchase volume represents approximately $17.79M in transactions.

The following institutional investors have sold iShares iBonds Dec 2030 Term Muni Bond ETF stock in the last 24 months: MassMutual Private Wealth & Trust FSB ($4.49K), Flow Traders U.S. LLC ($2.74K), and Crews Bank & Trust ($1.56K).

Institutional investors have sold a total of 8,788 shares in the last 24 months. This volume of shares sold represents approximately $227.77K in transactions.


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This page (BATS:IBMS) was last updated on 7/28/2026 by MarketBeat.com Staff.
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