iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) Institutional Ownership $25.38 -0.05 (-0.20%) As of 08/8/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Muni Bond ETF (NYSEARCA:IBMR)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$18.36MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$596.72K 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. Email Address 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 to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/6/2025 Atlantic Union Bankshares Corp56,112$1.42M0.0%N/A0.537% 8/4/2025 Spinnaker Trust16,450$415K0.0%N/A0.157% 7/31/2025 Leavell Investment Management Inc.28,863$728K0.0%+108.9%0.276% 7/29/2025 Curbstone Financial Management Corp27,970$706K0.1%N/A0.269% 7/21/2025 Exchange Capital Management Inc.15,629$394K0.1%-7.4%0.152% 7/18/2025 Newman Dignan & Sheerar Inc.16,414$414K0.1%+9.4%0.160% 7/9/2025 Praetorian Wealth Management Inc.173,871$4.69M1.1%+3.6%1.713% 7/9/2025 Lbmc Investment Advisors LLC224,821$5.67M0.4%+100.0%2.215% 7/9/2025 MassMutual Private Wealth & Trust FSB12,545$317K0.0%N/A0.124% 7/8/2025 Parallel Advisors LLC20,880$527K0.0%+6.0%0.206% Get the Latest News and Ratings for IBMR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds Dec 2029 Term Muni Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 7/1/2025 Confluence 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% 4/16/2025 Praetorian Wealth Management Inc.167,865$4.20M1.0%+9.2%1.908% 4/11/2025 Princeton Global Asset Management LLC1,100$28K0.0%N/A0.013% 4/9/2025 Lbmc 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% 2/4/2025 Exchange Capital Management Inc.17,939$448K0.1%-5.7%0.466% 1/30/2025 Newman Dignan & Sheerar Inc.15,001$375K0.1%N/A0.390% 1/29/2025 Leavell Investment Management Inc.13,653$341K0.0%+62.5%0.355% 1/23/2025 Crews Bank & Trust17,710$442K0.1%N/A0.460% 1/21/2025 Blue Square Asset Management LLC30,244$755K0.4%N/A0.786% 1/16/2025 Lbmc Investment Advisors LLC67,329$1.68M0.1%N/A1.749% 1/10/2025 Praetorian Wealth Management Inc.153,688$3.84M0.9%+29.9%3.992% 11/1/2024 Leavell Investment Management Inc.8,403$214K0.0%N/A0.218% 10/31/2024 Confluence Investment Management LLC12,139$309K0.0%+4.2%0.315% 10/16/2024Buffington Mohr McNeal10,020$255K0.0%N/A0.260% 10/2/2024 Praetorian Wealth Management Inc.118,268$3.02M0.8%+10.7%3.072% 8/8/2024 Parallel Advisors LLC17,431$433K0.0%+22.5%0.453% 8/8/2024STAR Financial Bank11,960$297K0.2%N/A0.311% 7/30/2024 International Assets Investment Management LLC5,657$128K0.0%N/A0.147% 7/23/2024 Exchange Capital Management Inc.13,689$340K0.1%N/A0.356% 7/17/2024 Archford Capital Strategies LLC8,580$213K0.0%N/A0.223% 7/10/2024 Praetorian Wealth Management Inc.106,824$2.66M0.7%+18.0%2.775% 7/1/2024 Confluence Investment Management LLC11,649$290K0.0%-9.6%0.303% 4/10/2024 Praetorian Wealth Management Inc.90,533$2.29M0.6%+115.2%0.000% BREAKING: The House just passed 3 pro-crypto bills! (Ad)THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. Discover the under-the-radar project I believe will skyrocket as a result.4/1/2024 Confluence Investment Management LLC12,886$325K0.0%N/A0.000% 1/26/2024Sandy Spring Bank8,780$225K0.0%+80.7%0.000% 1/24/2024 Prime Capital Investment Advisors LLC8,830$226K0.0%N/A0.000% 1/11/2024 Praetorian Wealth Management Inc.42,069$1.08M0.3%N/A0.000% 10/30/2023Sandy Spring Bank4,860$116K0.0%+59.9%0.000% 10/10/2023 Confluence Investment Management LLC12,887$308K0.0%N/A0.000% (Data available from 1/1/2016 forward) IBMR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IBMR shares? During the previous two years, 26 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 ($5.67M), Praetorian Wealth Management Inc. ($4.69M), NewEdge Advisors LLC ($2.11M), Confluence Investment Management LLC ($2.00M), United Capital Financial Advisors LLC ($1.91M), Atlantic Union Bankshares Corp ($1.42M), and Sandy Spring Bank ($1.21M).Learn more on iShares iBonds Dec 2029 Term Muni Bond ETF's institutional investors. Which institutional investors have been buying iShares iBonds Dec 2029 Term Muni Bond ETF's stock? Of the 25 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 ($224.82K), Praetorian Wealth Management Inc. ($173.87K), Confluence Investment Management LLC ($93.31K), United Capital Financial Advisors LLC ($76.36K), Atlantic Union Bankshares Corp ($56.11K), Integrated Wealth Concepts LLC ($39.50K), and Blue Square Asset Management LLC ($30.24K). How much institutional buying is happening at iShares iBonds Dec 2029 Term Muni Bond ETF? Institutional investors have bought a total of 730,962 shares in the last 24 months. This purchase volume represents approximately $18.36M in transactions. Which of iShares iBonds Dec 2029 Term Muni Bond ETF's major shareholders have been selling company stock? The following institutional investors have sold iShares iBonds Dec 2029 Term Muni Bond ETF stock in the last 24 months: NewEdge Advisors LLC ($21.50K), and Exchange Capital Management Inc. ($2.33K). How much institutional selling is happening at iShares iBonds Dec 2029 Term Muni Bond ETF? Institutional investors have sold a total of 23,824 shares in the last 24 months. This volume of shares sold represents approximately $596.72K in transactions. 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