A detailed history of Ever Source Wealth Advisors, LLC transactions in Independent Bank Group, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 286 shares of IBTX stock, worth $18,255. This represents 0.0% of its overall portfolio holdings.

Number of Shares
286
Previous 286 -0.0%
Holding current value
$18,255
Previous $13,000 23.08%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$37.24 - $47.3 $931 - $1,182
25 Added 9.58%
286 $13,000
Q1 2024

Jun 11, 2024

BUY
$42.08 - $53.02 $336 - $424
8 Added 3.16%
261 $11,000
Q4 2023

Feb 09, 2024

BUY
$34.8 - $52.9 $2,122 - $3,226
61 Added 31.77%
253 $12,000
Q3 2023

Nov 03, 2023

BUY
$34.94 - $44.87 $1,153 - $1,480
33 Added 20.75%
192 $7,000
Q2 2023

Aug 04, 2023

SELL
$29.66 - $45.96 $978 - $1,516
-33 Reduced 17.19%
159 $5,000
Q1 2023

May 11, 2023

BUY
$44.05 - $65.22 $8,457 - $12,522
192 New
192 $8,000
Q3 2022

Nov 07, 2022

BUY
$61.39 - $75.73 $96,505 - $119,047
1,572 Added 538.36%
1,864 $115,000
Q2 2022

Aug 01, 2022

BUY
$65.9 - $73.22 $6,194 - $6,882
94 Added 47.47%
292 $20,000
Q4 2021

Feb 07, 2022

BUY
$68.21 - $75.43 $13,505 - $14,935
198 New
198 $14,000

Others Institutions Holding IBTX

About Independent Bank Group, Inc.


  • Ticker IBTX
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 41,196,200
  • Market Cap $2.63B
  • Description
  • Independent Bank Group, Inc. operates as the bank holding company for Independent Bank that provides various commercial banking products and services to businesses, professionals, and individuals in the United States. It accepts various deposit products, including checking and savings accounts, demand deposits, money market accounts, and certifi...
More about IBTX
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.