Envestnet Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,362
| Closed | -$689K | – | 4511 |
|
|
2024
Q4 | $689K | Sell |
11,362
-424
| -4% | -$26.3K | ﹤0.01% | 3398 |
|
|
2024
Q3 | $680K | Buy |
11,786
+324
| +3% | +$17.7K | ﹤0.01% | 3356 |
|
|
2024
Q2 | $522K | Sell |
11,462
-1,918
| -14% | -$81.8K | ﹤0.01% | 3434 |
|
|
2024
Q1 | $611K | Buy |
13,380
+1,042
| +8% | +$48.6K | ﹤0.01% | 3315 |
|
|
2023
Q4 | $628K | Buy |
12,338
+95
| +0.8% | +$3.85K | ﹤0.01% | 3203 |
|
|
2023
Q3 | $484K | Buy |
12,243
+2,910
| +31% | +$119K | ﹤0.01% | 3273 |
|
|
2023
Q2 | $322K | Sell |
9,333
-3,102
| -25% | -$115K | ﹤0.01% | 3455 |
|
|
2023
Q1 | $576K | Buy |
12,435
+170
| +1% | +$9.66K | ﹤0.01% | 3045 |
|
|
2022
Q4 | $737K | Sell |
12,265
-407
| -3% | -$25.9K | ﹤0.01% | 2860 |
|
|
2022
Q3 | $778K | Sell |
12,672
-157
| -1% | -$10.8K | ﹤0.01% | 2755 |
|
|
2022
Q2 | $871K | Sell |
12,829
-280
| -2% | -$19.5K | ﹤0.01% | 2707 |
|
|
2022
Q1 | $933K | Sell |
13,109
-276
| -2% | -$21K | ﹤0.01% | 2717 |
|
|
2021
Q4 | $966K | Sell |
13,385
-32
| -0.2% | -$2.31K | ﹤0.01% | 2652 |
|
|
2021
Q3 | $953K | Sell |
13,417
-1,218
| -8% | -$84.8K | ﹤0.01% | 2577 |
|
|
2021
Q2 | $1.08M | Sell |
14,635
-99
| -0.7% | -$7.5K | ﹤0.01% | 2470 |
|
|
2021
Q1 | $1.06M | Sell |
14,734
-1,185
| -7% | -$83.1K | ﹤0.01% | 2360 |
|
|
2020
Q4 | $995K | Sell |
15,919
-871
| -5% | -$48.2K | ﹤0.01% | 2219 |
|
|
2020
Q3 | $742K | Buy |
16,790
+1,112
| +7% | +$49.2K | ﹤0.01% | 2210 |
|
|
2020
Q2 | $635K | Sell |
15,678
-1,534
| -9% | -$49.7K | ﹤0.01% | 2262 |
|
|
2020
Q1 | $408K | Sell |
17,212
-16,146
| -48% | -$742K | ﹤0.01% | 2390 |
|
|
2019
Q4 | $1.85M | Sell |
33,358
-20,306
| -38% | -$1.13M | ﹤0.01% | 1659 |
|
|
2019
Q3 | $2.82M | Buy |
53,664
+5,949
| +12% | +$314K | ﹤0.01% | 1358 |
|
|
2019
Q2 | $2.62M | Buy |
47,715
+19,096
| +67% | +$1.04M | ﹤0.01% | 1396 |
|
|
2019
Q1 | $1.47M | Buy |
28,619
+4,840
| +20% | +$260K | ﹤0.01% | 1649 |
|
|
2018
Q4 | $1.09M | Buy |
23,779
+12,950
| +120% | +$736K | ﹤0.01% | 1690 |
|
|
2018
Q3 | $718K | Buy |
10,829
+1,544
| +17% | +$105K | ﹤0.01% | 834 |
|
|
2018
Q2 | $620K | Buy |
9,285
+9,095
| +4,787% | +$664K | ﹤0.01% | 1232 |
|
|
2018
Q1 | $13K | Sell |
190
-8,015
| -98% | -$576K | ﹤0.01% | 2458 |
|
|
2017
Q4 | $554K | Buy |
8,205
+7
| +0.1% | +$453 | ﹤0.01% | 1436 |
|
|
2017
Q3 | $495K | Sell |
8,198
-354
| -4% | -$20.6K | ﹤0.01% | 1473 |
|
|
2017
Q2 | $510K | Buy |
8,552
+2,008
| +31% | +$120K | ﹤0.01% | 1479 |
|
|
2017
Q1 | $420K | Buy |
6,544
+2,218
| +51% | +$140K | ﹤0.01% | 1616 |
|
|
2016
Q4 | $269K | Sell |
4,326
-54,315
| -93% | -$2.93M | ﹤0.01% | 1765 |
|
|
2016
Q3 | $2.59M | Sell |
58,641
-1,486
| -2% | -$63.9K | 0.01% | 834 |
|
|
2016
Q2 | $2.58M | Sell |
60,127
-6,115
| -9% | -$218K | 0.01% | 899 |
|
|
2016
Q1 | $1.81M | Buy |
+66,242
| New | +$1.92M | 0.01% | 1043 |
|
Other funds holding IBTX
Envestnet Asset Management's IBTX Position: Q1 2025 in Review
Envestnet Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 11,362 shares — an estimated $689K sold.
Envestnet Asset Management first reported a position in IBTX in Q1 2016 and held it in 36 quarters. The position peaked at $2.82M in Q3 2019. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Envestnet Asset Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Envestnet Asset Management sold 11,362 Independent Bank Group, Inc. shares in Q1 2025, an estimated $689K.
- Envestnet Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 36 quarters.
- Envestnet Asset Management's Independent Bank Group, Inc. position peaked at $2.82M in Q3 2019.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.