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Independent Bank shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Independent Bank (IBTX) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Independent Bank

Tip: Access up to 7 years of quarterly data

All positions including Independent Bank held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $281k 5.5k 50.88
2022-12-31 $330k 5.5k 60.08
2022-09-30 $336k 5.5k 61.48

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Top funds holding Independent Bank

Vanguard Group
Dimensional Fund Advisors
Millennium Management
FJ Capital Management
Holocene Advisors
Royce & Associates
Bank of New York Mellon
Charles Schwab Investment Management
Hodges Capital Management
HighTower Advisors
Goldman Sachs Group
Bessemer
Bank of America Corporation
Principal Financial Group
Peregrine Capital Management

View all funds holding Independent Bank