Iron Bridge Private Wealth, LLC Purchases in Q3 2024

Iron Bridge Private Wealth, LLC

  • $254 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
17K
+ 25.76%
$200.87 - $224.6 $3.42M - $3.82M
83K $18.3M
XLK
Technology Sector Spdr

ETFs
18.7K
+ 1753.33%
$197.34 - $237.68 $3.69M - $4.45M
19.8K $4.46M
XLP
Consumer Staples Sector Spdr

ETFs
53.8K
New
$76.04 - $76.04 $4.09M - $4.09M
53.8K $4.09M
XLV
Select Sector Spdr Fund Health

ETFs
19.4K
New
$143.3 - $157.24 $2.78M - $3.05M
19.4K $2.99M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
70.6K
New
$32.65 - $36.69 $2.3M - $2.59M
70.6K $2.57M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
16.3K
New
$114.52 - $127.8 $1.86M - $2.08M
16.3K $2.04M
GLD
Spdr Gold Trust

ETFs
1.41K
+ 2.94%
$215.56 - $246.98 $304K - $348K
49.5K $12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.06K
+ 2.62%
$57.32 - $62.65 $233K - $255K
159K $9.93M
CAT
Caterpillar Inc

Industrials
73
+ 0.53%
$316.8 - $391.12 $23.1K - $28.6K
13.7K $5.37M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.62K
+ 54.64%
$91.42 - $91.82 $514K - $516K
15.9K $1.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.84K
New
$162.83 - $179.16 $300K - $330K
1.84K $330K
DFAS
Dimensional ETF Tr U S Small C

ETFs
794
+ 1.37%
$59.25 - $65.33 $47K - $51.9K
58.6K $3.8M
VST
Vistra Corp.

Utilities
1.99K
New
$69.0 - $119.06 $137K - $237K
1.99K $235K
ORCL
Oracle Corp

Technology
1.31K
New
$125.9 - $170.35 $165K - $223K
1.31K $222K
EEM
Ishares Msci Emerging Markets

ETFs
4.52K
New
$40.42 - $46.7 $183K - $211K
4.52K $207K
META
Meta Platforms, Inc.

Communication Services
362
New
$453.41 - $572.44 $164K - $207K
362 $207K
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.35%
$255.18 - $283.2 $5.61K - $6.23K
6.3K $1.78M
DUK
Duke Energy Corp

Utilities
253
+ 6.93%
$99.35 - $117.71 $25.1K - $29.8K
3.9K $450K
XLE
Energy Sector Spdr

ETFs
2.51K
+ 5.87%
$84.35 - $93.39 $211K - $234K
45.2K $3.97M
ACN
Accenture PLC

Technology
16
+ 1.31%
$295.44 - $355.81 $4.73K - $5.69K
1.24K $436K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 3.48%
$333.64 - $405.2 $7.01K - $8.51K
625 $253K
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 2.06%
$194.9 - $224.8 $7.02K - $8.09K
1.79K $376K
TXN
Texas Instruments Inc

Technology
45
+ 0.36%
$194.6 - $194.6 $8.76K - $8.76K
12.7K $2.47M
Putnam ETF Trust
2.02K
+ 0.82%
N/A
249K $0
FLQG
Franklin Templeton Libertyq Gl

ETFs
5.18K
New
N/A
5.18K $0
ET
Energy Transfer LP

Energy
29
+ 0.28%
$15.43 - $16.44 $447 - $477
10.5K $168K
OXY
Occidental Petroleum Corp

Energy
4.34K
+ 9.86%
$49.91 - $63.73 $217K - $277K
48.4K $2.49M
Activity Summary
Buys All Purchases 28 New Holdings 10 Increased Positions 18 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email