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iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2024 Term Muni Bond ETF (BATS:IBMM)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$13.64M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.09M
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IBMM Institutional Buying and Selling by Quarter

iShares iBonds Dec 2024 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
5/16/2024 Global Financial Private Client LLC32,847$851K0.4%-1.4%0.187%
5/15/2024 Stonebridge Capital Advisors LLC53,877$1.40M0.1%-47.4%0.306%
5/2/2024 Horan Securities Inc.13,704$356K0.2%+16.1%0.077%
5/1/2024 Janney Montgomery Scott LLC20,103$522K0.0%+21.3%0.113%
4/29/2024 Newman Dignan & Sheerar Inc.116,794$3.03M0.8%-21.5%0.654%
4/25/2024 Cambridge Investment Research Advisors Inc.105,995$2.75M0.0%+228.6%0.594%
4/24/2024 Leavell Investment Management Inc.243,913$6.33M0.4%-4.9%1.366%
4/24/2024 Archford Capital Strategies LLC18,375$477K0.1%+4.4%0.103%
4/12/2024 Lbmc Investment Advisors LLC97,824$2.54M0.2%+16.3%0.439%
4/10/2024 Praetorian Wealth Management Inc.185,101$4.80M1.3%-10.3%0.830%
4/8/2024 RVW Wealth LLC13,947$362K0.0%+19.9%0.063%
4/1/2024 Confluence Investment Management LLC35,005$908K0.0%N/A0.157%
2/12/2024Arrow Financial Corp9,145$237K0.0%-8.6%0.041%
2/8/2024 Janney Montgomery Scott LLC16,568$430K0.0%-16.6%0.074%
2/7/2024 Horan Securities Inc.11,807$306K0.2%+24.1%0.053%
2/7/2024 Cary Street Partners Investment Advisory LLC8,361$217K0.0%+4.9%0.037%
2/7/2024 Sonata Capital Group Inc.107,130$2.78M1.4%-0.6%0.480%
2/7/2024 Hills Bank & Trust Co44,018$1.14M0.1%+13.3%0.197%
2/6/2024 Eldridge Investment Advisors Inc.36,935$958K0.3%+85.3%0.166%
2/5/2024 Cary Street Partners Asset Management LLC8,361$217K0.0%+4.9%0.037%
2/2/2024Spinnaker Trust15,994$415K0.0%+31.9%0.072%
2/2/2024 Gould Asset Management LLC CA16,690$433K0.1%+92.7%0.075%
1/26/2024 Sandy Spring Bank45,494$1.18M0.1%-6.5%0.204%
1/24/2024 Prime Capital Investment Advisors LLC15,170$393K0.0%-11.6%0.068%
1/23/2024 Leavell Investment Management Inc.256,413$6.65M0.4%-27.1%1.150%
1/22/2024 Princeton Global Asset Management LLC17,904$464K0.1%+20.8%0.080%
1/12/2024 Archford Capital Strategies LLC17,599$456K0.1%+25.2%0.079%
1/11/2024 Praetorian Wealth Management Inc.206,270$5.35M1.5%-1.2%0.925%
1/8/2024 Curbstone Financial Management Corp18,600$482K0.1%-37.5%0.083%
1/8/2024 RVW Wealth LLC11,636$302K0.0%N/A0.052%
11/15/2023 Stonebridge Capital Advisors LLC119,278$3.06M0.3%-7.5%0.535%
11/15/2023 Integrated Wealth Concepts LLC179,269$4.61M0.1%-6.7%0.804%
11/14/2023 Peloton Wealth Strategists22,700$583K0.3%-32.6%0.102%
11/13/2023 Cary Street Partners Investment Advisory LLC7,971$205K0.0%N/A0.036%
11/9/2023 Prime Capital Investment Advisors LLC17,169$441K0.0%+56.7%0.077%
11/8/2023 Janney Montgomery Scott LLC19,870$510K0.0%+17.3%0.089%
11/8/2023Spinnaker Trust12,124$311K0.0%+26.0%0.054%
11/8/2023 Newman Dignan & Sheerar Inc.148,687$3.82M1.3%-0.4%0.667%
11/6/2023 Eldridge Investment Advisors Inc.19,935$511K0.2%+13.0%0.089%
10/30/2023 Sandy Spring Bank48,655$1.25M0.1%-4.0%0.218%
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10/27/2023 Princeton Global Asset Management LLC14,819$381K0.1%+5.5%0.066%
10/27/2023 Archford Capital Strategies LLC14,052$361K0.1%-42.7%0.063%
10/26/2023 Hills Bank & Trust Co38,864$998K0.1%N/A0.174%
10/24/2023 Cambridge Investment Research Advisors Inc.35,888$922K0.0%-35.8%0.161%
10/18/2023 Private Trust Co. NA8,987$231K0.0%+23.1%0.040%
10/16/2023 Leavell Investment Management Inc.351,515$9.03M0.6%-10.4%1.576%
10/13/2023 Harbor Investment Advisory LLC6,501$167K0.0%+7.9%0.029%
10/11/2023 Praetorian Wealth Management Inc.208,812$5.36M1.7%-7.0%0.936%
10/10/2023 Confluence Investment Management LLC267,141$6.86M0.1%+2,139.6%1.198%
9/12/2023Farther Finance Advisors LLC1,295$33K0.0%+59.7%0.006%
8/23/2023 Stonebridge Capital Advisors LLC129,016$3.32M0.4%-2.1%0.579%
8/4/2023 Sandy Spring Bank50,695$1.31M0.1%-1.4%0.230%
8/3/2023 Eldridge Investment Advisors Inc.17,634$454K0.1%+15.4%0.080%
8/2/2023 Newman Dignan & Sheerar Inc.149,219$3.84M1.2%-4.0%0.678%
8/2/2023 Archford Capital Strategies LLC24,512$632K0.1%+77.2%0.111%
7/28/2023 Bank of New Hampshire7,805$201K0.1%+14.7%0.035%
7/26/2023 Janney Montgomery Scott LLC16,939$436K0.0%+5.4%0.077%
7/19/2023 Leavell Investment Management Inc.392,515$10.11M0.7%-2.2%1.784%
7/13/2023 Cambridge Investment Research Advisors Inc.55,906$1.44M0.0%-21.5%0.254%
7/10/2023 Praetorian Wealth Management Inc.224,471$5.78M1.8%+3.9%1.020%
5/15/2023 Eldridge Investment Advisors Inc.15,283$395K0.1%+8.5%0.065%
5/15/2023 Flow Traders U.S. LLC172,980$4.48M0.2%N/A0.739%
5/12/2023 Stonebridge Capital Advisors LLC131,785$3.41M0.4%+2.5%0.563%
5/12/2023 NewEdge Advisors LLC580,559$15.02M0.2%-1.3%2.481%
5/11/2023 Cambridge Investment Research Advisors Inc.71,198$1.84M0.0%+21.0%0.304%
5/9/2023 US Bancorp DE668,095$17.28M0.0%-9.2%2.855%
5/5/2023 Sandy Spring Bank51,395$1.33M0.1%+10.8%0.220%
5/5/2023 Prime Capital Investment Advisors LLC7,957$206K0.0%N/A0.034%
5/3/2023Arrow Financial Corp10,002$259K0.0%+4.8%0.043%
5/3/2023 Integrated Wealth Concepts LLC149,160$3.86M0.1%+37.3%0.637%
5/2/2023 Gould Asset Management LLC CA8,345$216K0.1%-44.0%0.036%
4/28/2023 Newman Dignan & Sheerar Inc.155,434$4.02M1.3%-0.6%0.664%
4/28/2023 Janney Montgomery Scott LLC16,074$416K0.0%+31.7%0.069%
4/25/2023 Parallel Advisors LLC5,500$142K0.0%N/A0.024%
4/24/2023 Asset Dedication LLC14,360$372K0.0%+6.6%0.061%
4/18/2023 Horan Securities Inc.9,789$253K0.1%+87.2%0.042%
4/13/2023Spinnaker Trust9,621$249K0.0%-22.4%0.041%
4/13/2023 Leavell Investment Management Inc.401,315$10.38M0.7%-0.6%1.715%
4/12/2023 Praetorian Wealth Management Inc.215,967$5.59M1.8%+12.6%0.923%
4/10/2023 Lbmc Investment Advisors LLC84,016$2.17M0.2%+179.7%0.359%
4/4/2023 Confluence Investment Management LLC11,706$303K0.0%-65.2%0.051%
3/6/2023 OLD Mission Capital LLC5,622$145K0.0%-96.5%0.000%
2/13/2023 Integrated Wealth Concepts LLC108,673$2.80M0.1%+297.6%0.000%
2/10/2023 Sandy Spring Bank46,400$1.20M0.1%+12.7%0.000%
2/9/2023 Coston McIsaac & Partners1,330$34K0.0%N/A0.000%
2/9/2023 Gould Asset Management LLC CA14,915$384K0.1%N/A0.000%
2/8/2023 Sonata Capital Group Inc.108,065$2.78M1.5%-1.2%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.58,846$1.52M0.0%+169.6%0.000%
2/3/2023 Eldridge Investment Advisors Inc.14,083$363K0.1%N/A0.000%
2/3/2023 Tradition Wealth Management LLC2,137$55K0.0%-90.0%0.000%
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2/2/2023Spinnaker Trust12,391$319K0.0%-45.7%0.000%
2/2/2023Arrow Financial Corp9,540$246K0.0%+22.8%0.000%
2/1/2023 Janney Montgomery Scott LLC12,204$314K0.0%-24.7%0.000%
1/26/2023 Archford Capital Strategies LLC14,027$361K0.1%+25.3%0.000%
1/24/2023 Harbor Investment Advisory LLC5,873$151K0.0%+332.8%0.000%
1/24/2023Tillar Wenstrup Advisors LLC20,741$534K0.3%-20.9%0.000%
1/20/2023 Newman Dignan & Sheerar Inc.156,427$4.03M1.3%+6.5%0.000%
1/18/2023 Private Trust Co. NA7,359$189K0.0%-78.4%0.000%
1/17/2023 Horan Securities Inc.5,228$135K0.1%+300.9%0.000%
1/17/2023 Leavell Investment Management Inc.403,872$10.40M0.8%+5.5%0.000%
(Data available from 1/1/2016 forward)

IBMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMM shares?

During the previous two years, 49 institutional investors and hedge funds held shares of iShares iBonds Dec 2024 Term Muni Bond ETF. The most heavily invested institutionals were US Bancorp DE ($17.28M), NewEdge Advisors LLC ($15.02M), Salomon & Ludwin LLC ($10.92M), Leavell Investment Management Inc. ($6.33M), Praetorian Wealth Management Inc. ($4.80M), Integrated Wealth Concepts LLC ($4.61M), and Flow Traders U.S. LLC ($4.48M).Learn more on IBMM's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2024 Term Muni Bond ETF stock?

Of the 46 institutional investors that purchased iShares iBonds Dec 2024 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($439.51K), Salomon & Ludwin LLC ($428.25K), Confluence Investment Management LLC ($303.21K), US Bancorp DE ($233.27K), Flow Traders U.S. LLC ($218.79K), OLD Mission Capital LLC ($162.84K), and Newman Dignan & Sheerar Inc. ($156.43K).

How much institutional buying is happening at iShares iBonds Dec 2024 Term Muni Bond ETF?

Institutional investors have bought a total of 2,964,198 shares in the last 24 months. This purchase volume represents approximately $76.46M in transactions.

Which iShares iBonds Dec 2024 Term Muni Bond ETF major shareholders have been selling company stock?

Of the 27 institutional investors that sold iShares iBonds Dec 2024 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($215.37K), Leavell Investment Management Inc. ($159.96K), OLD Mission Capital LLC ($157.22K), US Bancorp DE ($68.05K), Stonebridge Capital Advisors LLC ($61.08K), Praetorian Wealth Management Inc. ($58.80K), and Newman Dignan & Sheerar Inc. ($39.66K).

How much institutional selling is happening at iShares iBonds Dec 2024 Term Muni Bond ETF?

Institutional investors have sold a total of 973,122 shares in the last 24 months. This volume of shares sold represents approximately $25.11M in transactions.


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This page (BATS:IBMM) was last updated on 5/19/2024 by MarketBeat.com Staff

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