Free Trial

iShares iBonds Dec 2032 Term Treasury ETF (IBTM) Institutional Ownership

iShares iBonds Dec 2032 Term Treasury ETF logo
$22.72 +0.02 (+0.09%)
As of 03:51 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2032 Term Treasury ETF (NASDAQ:IBTM)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$14.45M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$17.87M
Get IBTM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2032 Term Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

IBTM Institutional Buying and Selling by Quarter

iShares iBonds Dec 2032 Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Janney Montgomery Scott LLC551,409$12.64M0.0%+13.5%2.377%
2/18/2026NewEdge Advisors LLC172,182$3.97M0.0%+5.0%0.762%
2/13/2026Integrated Wealth Concepts LLC20,519$473K0.0%-8.4%0.091%
2/13/2026Boston Family Office LLC72,218$1.67M0.1%+4.2%0.320%
2/12/2026Reliant Wealth Planning40,753$940K0.3%-6.3%0.180%
2/11/2026 Janney Montgomery Scott LLC485,962$11.21M0.0%+3.7%2.150%
2/11/2026Atlantic Private Wealth LLC220,940$5.10M3.3%+10.9%0.978%
2/11/2026Parallel Advisors LLC66,034$1.52M0.0%N/A0.292%
1/30/2026 Bogart Wealth LLC1,775$41K0.0%N/A0.008%
1/21/2026Crews Bank & Trust1,100$25K0.0%N/A0.005%
1/15/2026Rebalance LLC9,694$224K0.0%N/A0.045%
1/5/2026 Confluence Investment Management LLC397,180$9.17M0.1%-5.1%1.852%
12/2/2025 IFP Advisors Inc34,583$800K0.0%-46.4%0.171%
11/18/2025Reliant Wealth Planning43,474$1.01M0.3%-16.3%0.215%
11/17/2025NewEdge Advisors LLC163,991$3.79M0.0%-54.5%0.812%
11/17/2025United Capital Financial Advisors LLC67,319$1.56M0.0%+45.3%0.333%
11/17/2025Integrated Wealth Concepts LLC22,407$518K0.0%+3.6%0.111%
11/17/2025Ameriprise Financial Inc.361,010$8.33M0.0%+64.2%1.787%
11/10/2025Thoroughbred Financial Services LLC98,547$2.28M0.1%+58.9%0.488%
11/3/2025Atlantic Private Wealth LLC199,159$4.61M3.0%+9.0%0.986%
10/30/2025CNB Bank3,167$73K0.0%N/A0.016%
10/14/2025 Confluence Investment Management LLC418,745$9.69M0.1%-2.3%2.136%
8/15/2025Captrust Financial Advisors29,200$672K0.0%N/A0.204%
8/15/2025Ameriprise Financial Inc.219,888$5.06M0.0%+1.0%1.538%
8/14/2025AllSquare Wealth Management LLC14,459$333K0.2%+8.8%0.101%
8/14/2025NewEdge Advisors LLC360,156$8.29M0.0%+5.2%2.519%
8/13/2025Boston Family Office LLC68,497$1.58M0.1%+6.7%0.479%
7/1/2025 Confluence Investment Management LLC428,490$9.87M0.1%+0.5%3.072%
5/16/2025NewEdge Advisors LLC342,250$7.83M0.0%-59.0%2.453%
5/14/2025Flow Traders U.S. LLC156,274$3.58M0.2%+132.2%1.120%
5/13/2025Boston Family Office LLC64,193$1.47M0.1%N/A0.460%
5/9/2025Atlantic Private Wealth LLC98,085$2.25M1.7%-13.0%0.703%
5/9/2025Cary Street Partners Financial LLC15,497$355K0.0%+12.7%0.111%
5/6/2025AllSquare Wealth Management LLC13,285$304K0.2%+21.7%0.095%
4/24/2025Jaffetilchin Investment Partners LLC11,594$265K0.0%N/A0.084%
2/17/2025Cary Street Partners Financial LLC13,745$305K0.0%N/A0.116%
2/17/2025Ameriprise Financial Inc.207,049$4.60M0.0%N/A1.740%
2/14/2025Integrated Wealth Concepts LLC21,516$478K0.0%+25.1%0.181%
2/11/2025AllSquare Wealth Management LLC10,920$242K0.1%+759.8%0.092%
2/11/2025Atlantic Private Wealth LLC112,713$2.50M1.9%+0.7%0.947%
2/5/2025Noble Wealth Management PBC1,500$33K0.0%N/A0.013%
1/2/2025Confluence Investment Management LLC426,060$9.46M0.1%+1.8%3.856%
11/14/2024Flow Traders U.S. LLC64,526$1.52M0.1%+56.3%0.584%
10/31/2024Confluence Investment Management LLC418,595$9.83M0.1%-2.7%3.805%
7/1/2024Confluence Investment Management LLC430,111$9.65M0.1%-0.2%4.972%
5/17/2024Comerica Bank1,335$30K0.0%N/A0.015%
4/23/2024WASHINGTON TRUST Co6,670$151K0.0%N/A0.078%
4/1/2024Confluence Investment Management LLC431,101$9.77M0.1%N/A5.457%
2/9/2024Atlantic Private Wealth LLC23,498$543K0.5%+519.0%0.297%
11/9/2023Atlantic Private Wealth LLC3,796$83K0.1%N/A0.060%
10/10/2023Confluence Investment Management LLC449,184$9.88M0.2%-1.3%7.950%
8/23/2023Headinvest LLC23,720$536K0.1%+8.7%0.641%
8/9/2023Flow Traders U.S. LLC101,504$2.36M0.1%+599.5%2.743%
7/3/2023Confluence Investment Management LLC454,979$10.57M0.2%N/A13.999%
5/9/2023Epic Trust Investment Advisors LLC24,673$589K0.7%+11.0%0.931%
2/14/2023Headinvest LLC19,655$454K0.1%+27.5%0.936%
2/9/2023Atlantic Union Bankshares Corp127,728$2.95M0.3%N/A6.082%
12/28/2022Headinvest LLC15,415$358K0.1%N/A7.708%
11/15/2022Flow Traders U.S. LLC12,969$301K0.0%N/A6.485%


IBTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTM shares?

During the previous two years, 23 institutional investors and hedge funds held shares of iShares iBonds Dec 2032 Term Treasury ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($12.64M), Confluence Investment Management LLC ($9.17M), Ameriprise Financial Inc. ($8.33M), Atlantic Private Wealth LLC ($5.10M), NewEdge Advisors LLC ($3.97M), Flow Traders U.S. LLC ($3.58M), and Thoroughbred Financial Services LLC ($2.28M).Learn more on iShares iBonds Dec 2032 Term Treasury ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2032 Term Treasury ETF's stock?

Of the 21 institutional investors that purchased iShares iBonds Dec 2032 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($350.43K), Flow Traders U.S. LLC ($112.23K), Janney Montgomery Scott LLC ($82.72K), Boston Family Office LLC ($71.39K), Parallel Advisors LLC ($66.03K), Atlantic Private Wealth LLC ($39.06K), and Thoroughbred Financial Services LLC ($36.51K).

How much institutional buying is happening at iShares iBonds Dec 2032 Term Treasury ETF?

Institutional investors have bought a total of 627,541 shares in the last 24 months. This purchase volume represents approximately $14.45M in transactions.

Which of iShares iBonds Dec 2032 Term Treasury ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2032 Term Treasury ETF stock in the last 24 months: NewEdge Advisors LLC ($689.16K), Confluence Investment Management LLC ($31.31K), IFP Advisors Inc ($29.88K), Atlantic Private Wealth LLC ($14.63K), Reliant Wealth Planning ($11.18K), and Integrated Wealth Concepts LLC ($1.89K).

How much institutional selling is happening at iShares iBonds Dec 2032 Term Treasury ETF?

Institutional investors have sold a total of 778,048 shares in the last 24 months. This volume of shares sold represents approximately $17.87M in transactions.



This page (NASDAQ:IBTM) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners