Iron Bridge Private Wealth, LLC Purchases in Q4 2024

Iron Bridge Private Wealth, LLC

  • $260 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72.2K
+ 45.3%
$61.68 - $67.87 $4.45M - $4.9M
232K $14.4M
XLI
Industrial Sector Spdr

ETFs
31.5K
New
$131.76 - $143.99 $4.16M - $4.54M
31.5K $4.16M
SQ
Block, Inc.

Technology
35.5K
New
$65.06 - $98.92 $2.31M - $3.51M
35.5K $3.02M
XLY
Select Sector Spdr Consumer Di

ETFs
12K
New
$194.8 - $239.43 $2.33M - $2.86M
12K $2.68M
OXY
Occidental Petroleum Corp

Energy
37K
+ 76.5%
$45.36 - $55.91 $1.68M - $2.07M
85.4K $4.22M
MSFT
Microsoft Corp

Technology
3.18K
+ 27.55%
$406.35 - $454.46 $1.29M - $1.45M
14.7K $6.21M
AMZN
Amazon Com Inc

Consumer Cyclical
644
+ 2.55%
$180.88 - $232.93 $116K - $150K
25.9K $5.69M
AAPL
Apple Inc.

Technology
2.18K
+ 8.92%
$221.69 - $259.02 $483K - $564K
26.6K $6.65M
GOOGL
Alphabet Inc.

Communication Services
928
+ 5.24%
$161.86 - $196.66 $150K - $183K
18.6K $3.53M
EZPW
Ezcorp Inc

Financial Services
12.4K
+ 5.4%
$10.95 - $12.8 $136K - $159K
242K $2.96M
IWM
Ishares Russell 2000 ETF

ETFs
1.47K
+ 1.76%
$216.13 - $242.4 $317K - $355K
84.5K $18.7M
DFAU
Dimensional ETF Tr

ETFs
5.81K
New
$39.27 - $42.38 $228K - $246K
5.81K $235K
NEE
Nextera Energy Inc

Utilities
3.26K
New
$69.77 - $85.43 $228K - $279K
3.26K $233K
WMB
Williams Companies, Inc.

Energy
4.16K
New
$46.37 - $59.74 $193K - $248K
4.16K $224K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.79K
+ 6.79%
$35.45 - $40.33 $170K - $193K
75.4K $2.7M
META
Meta Platforms, Inc.

Communication Services
100
+ 27.62%
$554.08 - $632.68 $55.4K - $63.3K
462 $272K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.5%
$205.18 - $250.29 $1.85K - $2.25K
1.79K $430K
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 0.56%
$280.04 - $302.45 $9.8K - $10.6K
6.34K $1.84M
ET
Energy Transfer LP

Energy
68
+ 0.65%
$16.05 - $19.86 $1.09K - $1.35K
10.6K $206K
ORCL
Oracle Corp

Technology
14
+ 1.07%
$165.41 - $192.43 $2.32K - $2.69K
1.32K $220K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.32%
$385.02 - $431.37 $770 - $863
627 $243K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.94K
+ 100.0%
$18.41 - $40.87 $109K - $243K
11.9K $219K
Activity Summary
Buys All Purchases 23 New Holdings 7 Increased Positions 16 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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