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

$25.81 +0.08 (+0.31%)
As of 08/1/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$7.30M
Number of
Institutional Sellers
(last 12 months)
0
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IBMS Institutional Buying and Selling by Quarter

iShares iBonds Dec 2030 Term Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/9/2025 Lbmc 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%
7/8/2025 Parallel Advisors LLC3,500$90K0.0%+51.8%0.100%
4/22/2025 Crews Bank & Trust8,560$217K0.0%N/A0.451%
4/16/2025 Praetorian Wealth Management Inc.97,572$2.48M0.6%+32.7%5.135%
4/9/2025 Lbmc 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%
1/10/2025 Praetorian Wealth Management Inc.73,528$1.87M0.5%N/A0.000%
10/16/2024Buffington Mohr McNeal9,885$256K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

IBMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMS shares?

During the previous two years, 10 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Muni Bond ETF. The most heavily invested institutionals were Praetorian Wealth Management Inc. ($2.91M), Lbmc Investment Advisors LLC ($1.54M), Sandy Spring Bank ($1.09M), Newman Dignan & Sheerar Inc. ($796K), Leavell Investment Management Inc. ($516K), MassMutual Private Wealth & Trust FSB ($362K), and Crews Bank & Trust ($330K).Learn more on iShares iBonds Dec 2030 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2030 Term Muni Bond ETF's stock?

Of the 10 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: Praetorian Wealth Management Inc. ($113.31K), Lbmc Investment Advisors LLC ($60.17K), Newman Dignan & Sheerar Inc. ($31.02K), Leavell Investment Management Inc. ($20.11K), Sandy Spring Bank ($19.19K), MassMutual Private Wealth & Trust FSB ($14.12K), and Crews Bank & Trust ($12.86K).

How much institutional buying is happening at iShares iBonds Dec 2030 Term Muni Bond ETF?

Institutional investors have bought a total of 285,971 shares in the last 24 months. This purchase volume represents approximately $7.30M in transactions.



This page (NYSEARCA:IBMS) was last updated on 8/2/2025 by MarketBeat.com Staff
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