A detailed history of United Capital Financial Advisers, LLC transactions in Independent Bank Group, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,757 shares of IBTX stock, worth $363,957. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,757
Previous 5,850 1.59%
Holding current value
$363,957
Previous $266,000 24.81%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$44.7 - $61.0 $4,157 - $5,673
-93 Reduced 1.59%
5,757 $332,000
Q2 2024

Aug 14, 2024

BUY
$37.24 - $47.3 $27,110 - $34,434
728 Added 14.21%
5,850 $266,000
Q1 2024

May 15, 2024

SELL
$42.08 - $53.02 $5,344 - $6,733
-127 Reduced 2.42%
5,122 $233,000
Q4 2023

Feb 14, 2024

BUY
$34.8 - $52.9 $182,665 - $277,672
5,249 New
5,249 $267,000
Q4 2022

Feb 14, 2023

SELL
$58.36 - $68.11 $1,167 - $1,362
-20 Reduced 0.58%
3,412 $204,000
Q3 2022

Nov 14, 2022

SELL
$61.39 - $75.73 $982 - $1,211
-16 Reduced 0.46%
3,432 $211,000
Q2 2022

Aug 11, 2022

SELL
$65.9 - $73.22 $71,303 - $79,224
-1,082 Reduced 23.89%
3,448 $234,000
Q1 2022

May 16, 2022

BUY
$71.16 - $79.2 $355 - $396
5 Added 0.11%
4,530 $322,000
Q4 2021

Feb 14, 2022

SELL
$68.21 - $75.43 $668,048 - $738,761
-9,794 Reduced 68.4%
4,525 $326,000
Q3 2021

Nov 15, 2021

BUY
$64.11 - $74.47 $3,397 - $3,946
53 Added 0.37%
14,319 $1.02 Million
Q2 2021

Aug 13, 2021

SELL
$71.6 - $79.81 $68,234 - $76,058
-953 Reduced 6.26%
14,266 $1.06 Million
Q1 2021

May 14, 2021

SELL
$61.42 - $79.09 $113,504 - $146,158
-1,848 Reduced 10.83%
15,219 $1.1 Million
Q4 2020

Feb 17, 2021

SELL
$44.29 - $63.01 $351,263 - $499,732
-7,931 Reduced 31.73%
17,067 $1.07 Million
Q3 2020

Nov 13, 2020

BUY
$36.98 - $48.88 $3,661 - $4,839
99 Added 0.4%
24,998 $1.1 Million
Q2 2020

Aug 13, 2020

SELL
$21.77 - $44.03 $1,175 - $2,377
-54 Reduced 0.22%
24,899 $1.01 Million
Q1 2020

May 15, 2020

SELL
$20.7 - $56.66 $321,326 - $879,533
-15,523 Reduced 38.35%
24,953 $591,000
Q4 2019

Feb 14, 2020

SELL
$50.24 - $61.61 $128,614 - $157,721
-2,560 Reduced 5.95%
40,476 $2.24 Million
Q3 2019

Nov 14, 2019

BUY
$48.09 - $57.3 $149,992 - $178,718
3,119 Added 7.81%
43,036 $2.26 Million
Q2 2019

Aug 13, 2019

BUY
$51.64 - $57.76 $192,978 - $215,849
3,737 Added 10.33%
39,917 $2.19 Million
Q1 2019

May 14, 2019

BUY
$47.79 - $58.38 $1.15 Million - $1.4 Million
24,035 Added 197.9%
36,180 $1.86 Million
Q4 2018

Feb 14, 2019

BUY
$44.9 - $68.01 $17,331 - $26,251
386 Added 3.28%
12,145 $556,000
Q3 2018

Nov 14, 2018

BUY
$65.2 - $70.55 $174,410 - $188,721
2,675 Added 29.45%
11,759 $780,000
Q2 2018

Aug 14, 2018

BUY
$66.8 - $78.6 $50,968 - $59,971
763 Added 9.17%
9,084 $607,000
Q1 2018

May 15, 2018

BUY
$67.3 - $75.55 $20,997 - $23,571
312 Added 3.9%
8,321 $588,000
Q4 2017

Feb 13, 2018

BUY
$59.85 - $70.5 $2,394 - $2,820
40 Added 0.5%
8,009 $541,000
Q3 2017

Nov 14, 2017

BUY
$52.95 - $61.85 $36,747 - $42,923
694 Added 9.54%
7,969 $481,000
Q2 2017

Aug 14, 2017

BUY
N/A
7,275
7,275 $433,000

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 $2.6B
  • 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
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