Latest Institutional Transactions on Independent Bank Group, Inc. (IBTX)
This table provides information on the latest institutional transactions involving Independent Bank Group, Inc. (IBTX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-327- 3.44% |
$18.2K - $22.2K
|
9.17K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
284+ 0.12% |
$15.8K - $19.2K
|
247K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-128- 44.76% |
$7.13K - $8.67K
|
158
$9.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 6.61% |
$836 - $1.02K
|
212
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$55.7 - $67.7
|
1
$60.7
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43New |
$2.4K - $2.91K
|
43
$2.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
109KNew |
$6.06M - $7.36M
|
109K
$6.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
90+ 0.84% |
$5.01K - $6.1K
|
10.8K
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-6.44K- 49.15% |
$359K - $436K
|
6.66K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.8K+ 0.99% |
$268K - $325K
|
490K
$29.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
38+ 0.7% |
$2.12K - $2.57K
|
5.46K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25.4KNew |
$1.41M - $1.72M
|
25.4K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-110- 1.64% |
$6.13K - $7.45K
|
6.62K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$1K - $1.22K
|
18
$1.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
710+ 171.08% |
$39.6K - $48.1K
|
1.13K
$68.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10New |
$557 - $677
|
10
$607
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 3.5% |
$390 - $474
|
193
$11.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-16- 1.23% |
$892 - $1.08K
|
1.29K
$78K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 33.33% |
$557 - $677
|
40
$2.43K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$55.7 - $67.7
|
5.1K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
33.2KNew |
$1.85M - $2.25M
|
33.2K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
175KNew |
$9.74M - $11.8M
|
175K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.91K- 3.55% |
$218K - $265K
|
106K
$6.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
76.2KNew |
$4.25M - $5.16M
|
76.2K
$4.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 24.0% |
$334 - $406
|
31
$1.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 95.24% |
$1.11K - $1.35K
|
41
$2.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.23KNew |
$68.6K - $83.4K
|
1.23K
$74.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
87+ 1.19% |
$4.85K - $5.89K
|
7.41K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-353- 2.52% |
$19.7K - $23.9K
|
13.6K
$827K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-122- 0.59% |
$6.8K - $8.26K
|
20.5K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.7KNew |
$932K - $1.13M
|
16.7K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 18.81% |
$9.14K - $11.1K
|
1.04K
$62.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
552+ 38.55% |
$30.8K - $37.4K
|
1.98K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 22.22% |
$111 - $135
|
7
$425
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-500- 6.95% |
$27.9K - $33.9K
|
6.69K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 15.63% |
$6.74K - $8.2K
|
653
$39.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-537- 7.5% |
$29.9K - $36.4K
|
6.63K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
32+ 0.61% |
$1.78K - $2.17K
|
5.25K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 0.57% |
$167 - $203
|
526
$31.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-935- 3.35% |
$52.1K - $63.3K
|
27K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-9K- 16.67% |
$501K - $610K
|
45K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$167 - $203
|
3
$182
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$223 - $271
|
4
$243
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 1.65% |
$167 - $203
|
179
$10.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-443- 4.88% |
$24.7K - $30K
|
8.64K
$524K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 8.25% |
$2.17K - $2.64K
|
512
$31.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37+ 8.04% |
$2.06K - $2.51K
|
497
$30.2K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.44K- 1.43% |
$64.5K - $88.1K
|
99.3K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
61.1KNew |
$2.73M - $3.72M
|
61.1K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-2.02K- 16.67% |
$90.2K - $123K
|
10.1K
$612K
|
|