Institutional & Family Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Institutional & Family Asset Management’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$117K	Hold	2,579	–	–	0.02%	179
2024 Q1	$118K	Hold	2,579	–	–	0.02%	174
2023 Q4	$131K	Hold	2,579	–	–	0.02%	160
2023 Q3	$102K	Hold	2,579	–	–	0.02%	175
2023 Q2	$89.1K	Hold	2,579	–	–	0.01%	191
2023 Q1	$120K	Hold	2,579	–	–	0.02%	159
2022 Q4	$155K	Hold	2,579	–	–	0.03%	147
2022 Q3	$158K	Hold	2,579	–	–	0.03%	148
2022 Q2	$175K	Hold	2,579	–	–	0.03%	145
2022 Q1	$184K	Sell	2,579 -200	-7%	-$15.2K	0.03%	157
2021 Q4	$201K	Hold	2,779	–	–	0.03%	158
2021 Q3	$197K	Sell	2,779 -221	-7%	-$15.4K	0.03%	181
2021 Q2	$222K	Hold	3,000	–	–	0.04%	166
2021 Q1	$217K	Sell	3,000 -1,211	-29%	-$84.9K	0.04%	180
2020 Q4	$263K	Hold	4,211	–	–	0.06%	157
2020 Q3	$186K	Hold	4,211	–	–	0.04%	176
2020 Q2	$171K	Hold	4,211	–	–	0.04%	188
2020 Q1	$100K	Hold	4,211	–	–	0.02%	205
2019 Q4	$233K	Hold	4,211	–	–	0.05%	153
2019 Q3	$222K	Hold	4,211	–	–	0.05%	147
2019 Q2	$231K	Sell	4,211 -400	-9%	-$21.8K	0.05%	158
2019 Q1	$236K	Buy	+4,611	New	+$248K	0.05%	166

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Institutional & Family Asset Management's IBTX Position: Q2 2024 in Review

Institutional & Family Asset Management held its Independent Bank Group, Inc. (IBTX) position steady in Q2 2024 at 2,579 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #179.

Institutional & Family Asset Management first reported a position in IBTX in Q1 2019 and has held it in 22 quarters since. The position peaked at $263K in Q4 2020. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

Institutional & Family Asset Management held 2,579 shares of Independent Bank Group, Inc. worth $117K as of Q2 2024.
Institutional & Family Asset Management left its Independent Bank Group, Inc. share count unchanged in Q2 2024.
Independent Bank Group, Inc. made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #179 holding.
Institutional & Family Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2019 and has held it in 22 quarters since.
Institutional & Family Asset Management's Independent Bank Group, Inc. position peaked at $263K in Q4 2020.
194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.