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iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$16.69M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.47M
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IBMN Institutional Buying and Selling by Quarter

iShares iBonds Dec 2025 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
5/15/2024 Stonebridge Capital Advisors LLC52,268$1.38M0.1%-42.3%0.258%
5/2/2024 Horan Securities Inc.15,630$414K0.2%+35.3%0.077%
5/1/2024 Janney Montgomery Scott LLC12,802$339K0.0%+36.7%0.063%
4/29/2024 Newman Dignan & Sheerar Inc.115,001$3.04M0.8%-17.3%0.568%
4/25/2024 Cambridge Investment Research Advisors Inc.82,662$2.19M0.0%+696.5%0.408%
4/24/2024 Leavell Investment Management Inc.306,401$8.11M0.5%-5.0%1.513%
4/22/2024Ashton Thomas Private Wealth LLC251,857$6.66M0.4%+0.7%1.244%
4/12/2024 Lbmc Investment Advisors LLC193,860$5.13M0.4%+88.8%1.034%
4/10/2024 Praetorian Wealth Management Inc.239,267$6.33M1.7%+4.9%1.276%
4/1/2024 Confluence Investment Management LLC29,090$770K0.0%N/A0.155%
2/12/2024Arrow Financial Corp8,946$237K0.0%-8.6%0.048%
2/7/2024 Horan Securities Inc.11,548$307K0.2%+24.2%0.062%
2/7/2024 Hills Bank & Trust Co225,855$6.00M0.6%+77.4%1.205%
2/2/2024Spinnaker Trust14,734$391K0.0%+62.7%0.079%
2/2/2024 Gould Asset Management LLC CA16,345$434K0.1%+93.1%0.087%
1/30/2024 Scissortail Wealth Management LLC57,490$1.52M0.5%N/A0.307%
1/26/2024 Sandy Spring Bank37,365$992K0.0%-6.4%0.199%
1/23/2024 Leavell Investment Management Inc.322,651$8.57M0.5%+9.5%1.721%
1/22/2024 Princeton Global Asset Management LLC13,528$359K0.1%+194.1%0.072%
1/12/2024 Archford Capital Strategies LLC19,136$508K0.1%+22.3%0.102%
1/11/2024 Praetorian Wealth Management Inc.228,004$6.05M1.7%+4.3%1.216%
11/15/2023 Stonebridge Capital Advisors LLC94,748$2.47M0.3%-4.0%0.505%
11/15/2023 Integrated Wealth Concepts LLC191,487$4.99M0.1%-3.2%1.021%
11/13/2023 Cary Street Partners Investment Advisory LLC3,394$89K0.0%N/A0.018%
11/8/2023 Janney Montgomery Scott LLC11,142$291K0.0%N/A0.059%
11/8/2023 Newman Dignan & Sheerar Inc.138,956$3.62M1.2%+0.4%0.741%
10/30/2023 Sandy Spring Bank39,930$1.04M0.1%-8.4%0.213%
10/27/2023 Princeton Global Asset Management LLC4,600$120K0.0%+19.5%0.025%
10/27/2023 Archford Capital Strategies LLC15,644$408K0.1%-39.4%0.083%
10/26/2023 Hills Bank & Trust Co127,334$3.32M0.4%N/A0.679%
10/18/2023 Private Trust Co. NA6,602$172K0.0%+9.3%0.035%
10/16/2023 Leavell Investment Management Inc.294,735$7.69M0.5%-0.8%1.572%
10/11/2023 Praetorian Wealth Management Inc.218,620$5.70M1.8%+0.2%1.166%
10/5/2023 Lbmc Investment Advisors LLC102,630$2.67M0.3%+3.9%0.547%
9/12/2023Farther Finance Advisors LLC1,266$33K0.0%+59.2%0.007%
8/23/2023 Stonebridge Capital Advisors LLC98,711$2.60M0.3%+2.3%0.526%
8/9/2023 Flow Traders U.S. LLC33,288$877K0.0%N/A0.178%
8/4/2023 Sandy Spring Bank43,573$1.15M0.1%+1.9%0.234%
8/2/2023 Newman Dignan & Sheerar Inc.138,349$3.64M1.1%+0.5%0.742%
8/2/2023 Archford Capital Strategies LLC25,811$681K0.1%+91.5%0.138%
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7/28/2023 Private Trust Co. NA6,040$159K0.0%-21.9%0.032%
7/19/2023 Leavell Investment Management Inc.297,185$7.83M0.5%-0.6%1.593%
7/13/2023 Cambridge Investment Research Advisors Inc.60,874$1.60M0.0%-13.6%0.326%
7/10/2023 Praetorian Wealth Management Inc.218,174$5.75M1.8%-4.2%1.170%
7/3/2023 Confluence Investment Management LLC61,434$1.62M0.0%-0.8%0.369%
5/12/2023 Stonebridge Capital Advisors LLC96,514$2.57M0.3%+6.6%0.585%
5/12/2023 NewEdge Advisors LLC527,253$14.03M0.2%+5.8%3.195%
5/11/2023 Cambridge Investment Research Advisors Inc.70,456$1.88M0.0%+47.1%0.427%
5/9/2023 US Bancorp DE615,490$16.38M0.0%+0.2%3.730%
5/8/2023 Kades & Cheifetz LLC21,061$560K0.4%-12.8%0.128%
5/5/2023 Sandy Spring Bank42,758$1.14M0.1%+9.6%0.259%
5/3/2023Arrow Financial Corp9,783$260K0.0%+4.8%0.059%
5/3/2023 Integrated Wealth Concepts LLC170,387$4.53M0.1%+24.9%1.033%
5/2/2023 Gould Asset Management LLC CA8,160$217K0.1%-44.2%0.049%
4/28/2023 Newman Dignan & Sheerar Inc.137,727$3.67M1.2%+0.8%0.835%
4/25/2023 Parallel Advisors LLC5,500$146K0.0%N/A0.033%
4/24/2023 Asset Dedication LLC10,709$284K0.0%+8.8%0.065%
4/21/2023 Cyndeo Wealth Partners LLC178,642$365K0.0%+21.6%1.083%
4/18/2023 Horan Securities Inc.9,544$254K0.1%+86.8%0.058%
4/13/2023Spinnaker Trust9,054$241K0.0%-16.6%0.055%
4/13/2023 Leavell Investment Management Inc.298,985$7.96M0.6%+1.8%1.812%
4/12/2023 Praetorian Wealth Management Inc.227,767$6.06M2.0%+13.7%1.380%
4/10/2023 Lbmc Investment Advisors LLC98,782$2.63M0.3%+113.6%0.599%
4/4/2023 Confluence Investment Management LLC61,923$1.65M0.0%+519.1%0.389%
3/6/2023 OLD Mission Capital LLC13,762$363K0.0%N/A0.000%
2/13/2023 Integrated Wealth Concepts LLC136,398$3.60M0.1%+416.7%0.000%
2/10/2023 Sandy Spring Bank39,018$1.03M0.1%+19.6%0.000%
2/9/2023 Gould Asset Management LLC CA14,620$386K0.1%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.47,893$1.26M0.0%+54.2%0.000%
2/3/2023 Eldridge Investment Advisors Inc.7,826$206K0.1%N/A0.000%
2/3/2023 Kades & Cheifetz LLC24,161$637K0.5%N/A0.000%
2/2/2023Arrow Financial Corp9,333$246K0.0%+22.7%0.000%
1/26/2023Vigilant Capital Management LLC8,115$214K0.0%+5.0%0.000%
1/26/2023 Archford Capital Strategies LLC13,669$360K0.1%+23.4%0.000%
1/24/2023 Harbor Investment Advisory LLC3,290$87K0.0%+642.7%0.000%
1/20/2023 Newman Dignan & Sheerar Inc.136,623$3.60M1.2%+13.3%0.000%
1/18/2023 Private Trust Co. NA7,779$205K0.0%-82.8%0.000%
1/17/2023 Horan Securities Inc.5,109$135K0.1%N/A0.000%
1/17/2023 Leavell Investment Management Inc.293,571$7.74M0.6%+35.2%0.000%
1/11/2023 Praetorian Wealth Management Inc.200,238$5.28M1.9%+9.8%0.000%
1/10/2023 Lbmc Investment Advisors LLC46,255$1.22M0.1%+123.9%0.000%
1/5/2023 Capital Investment Advisors LLC20,729$547K0.0%+81.2%0.000%
1/4/2023 Confluence Investment Management LLC10,002$264K0.0%-94.0%0.000%
(Data available from 1/1/2016 forward)

IBMN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMN shares?

During the previous two years, 34 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Muni Bond ETF. The most heavily invested institutionals were US Bancorp DE ($16.38M), NewEdge Advisors LLC ($14.03M), Leavell Investment Management Inc. ($8.11M), Ashton Thomas Private Wealth LLC ($6.66M), Praetorian Wealth Management Inc. ($6.33M), Hills Bank & Trust Co ($6.00M), and Lbmc Investment Advisors LLC ($5.13M).Learn more on IBMN's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2025 Term Muni Bond ETF stock?

Of the 34 institutional investors that purchased iShares iBonds Dec 2025 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hills Bank & Trust Co ($225.86K), Lbmc Investment Advisors LLC ($173.15K), Integrated Wealth Concepts LLC ($143.99K), Cambridge Investment Research Advisors Inc. ($111.69K), Leavell Investment Management Inc. ($109.75K), Confluence Investment Management LLC ($81.01K), and Praetorian Wealth Management Inc. ($66.43K).

How much institutional buying is happening at iShares iBonds Dec 2025 Term Muni Bond ETF?

Institutional investors have bought a total of 1,261,547 shares in the last 24 months. This purchase volume represents approximately $33.35M in transactions.

Which iShares iBonds Dec 2025 Term Muni Bond ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold iShares iBonds Dec 2025 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 ($158.01K), Stonebridge Capital Advisors LLC ($42.27K), Private Trust Co. NA ($39.10K), Newman Dignan & Sheerar Inc. ($24.02K), Leavell Investment Management Inc. ($20.50K), Archford Capital Strategies LLC ($10.17K), and Praetorian Wealth Management Inc. ($9.59K).

How much institutional selling is happening at iShares iBonds Dec 2025 Term Muni Bond ETF?

Institutional investors have sold a total of 337,980 shares in the last 24 months. This volume of shares sold represents approximately $8.91M in transactions.


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

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