Icon Wealth Partners, LLC Independent Bank Group, Inc. Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Independent Bank Group, Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 5,530 shares of IBTX stock, worth $254,601. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,530

Previous 5,530 -0.0%

Holding current value

$254,601

Previous $190,000 14.74%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$44.05 - $65.22 $4,052 - $6,000	92 Added 1.69%	5,530 $256,000
Q2 2022 Jul 19, 2022	BUY	$65.9 - $73.22 $1,977 - $2,196	30 Added 0.55%	5,438 $369,000
Q1 2022 Apr 19, 2022	BUY	$71.16 - $79.2 $1,850 - $2,059	26 Added 0.48%	5,408 $385,000
Q4 2021 Jan 19, 2022	BUY	$68.21 - $75.43 $1,773 - $1,961	26 Added 0.49%	5,382 $388,000
Q3 2021 Nov 15, 2021	BUY	$64.11 - $74.47 $1,666 - $1,936	26 Added 0.49%	5,356 $380,000

Q2 2021 Jul 30, 2021	BUY	$71.6 - $79.81 $1,575 - $1,755	22 Added 0.41%	5,330 $394,000
Q1 2021 Apr 26, 2021	BUY	$61.42 - $79.09 $1,351 - $1,739	22 Added 0.42%	5,308 $383,000
Q4 2020 Feb 08, 2021	BUY	$44.29 - $63.01 $1,240 - $1,764	28 Added 0.53%	5,286 $330,000
Q3 2020 Oct 22, 2020	BUY	$36.98 - $48.88 $998 - $1,319	27 Added 0.52%	5,258 $232,000
Q2 2020 Jul 14, 2020	BUY	$21.77 - $44.03 $113,878 - $230,320	5,231 New	5,231 $212,000
Q1 2020 Apr 17, 2020	SELL	$20.7 - $56.66 $106,936 - $292,705	-5,166 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$50.24 - $61.61 $1,155 - $1,417	23 Added 0.45%	5,166 $286,000
Q3 2019 Oct 24, 2019	BUY	$48.09 - $57.3 $1,202 - $1,432	25 Added 0.49%	5,143 $271,000
Q2 2019 Aug 13, 2019	BUY	$51.64 - $57.76 $1,239 - $1,386	24 Added 0.47%	5,118 $281,000
Q1 2019 May 09, 2019	BUY	$47.79 - $58.38 $1,051 - $1,284	22 Added 0.43%	5,094 $261,000
Q4 2018 Feb 14, 2019	BUY	$44.9 - $68.01 $538 - $816	12 Added 0.24%	5,072 $232,000
Q3 2018 Nov 14, 2018	BUY	$65.2 - $70.55 $652 - $705	10 Added 0.2%	5,060 $335,000
Q2 2018 Aug 13, 2018	BUY	$66.8 - $78.6 $601 - $707	9 Added 0.18%	5,050 $337,000
Q1 2018 May 15, 2018	BUY	$67.3 - $75.55 $538 - $604	8 Added 0.16%	5,041 $356,000
Q4 2017 Feb 13, 2018	BUY	$59.85 - $70.5 $301,225 - $354,826	5,033	5,033 $340,000

Others Institutions Holding IBTX

# of Institutions

222

Shares Held

28.8M

Call Options Held

21.9K

Put Options Held

2.5K

View Full List

About Independent Bank Group, Inc.

Ticker IBTX
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 41,196,200
Market Cap $1.9B
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...

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Icon Wealth Partners, LLC Independent Bank Group, Inc. Transaction History