Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

$254 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
UPS United Parcel Service Inc Industrials	Q2 2022 Filed on Jul 27, 2022	19,016	$167.39 - $206.64 $3.18M - $3.93M
CSX Csx Corp Industrials	Q2 2022 Filed on Jul 27, 2022	113,810	$28.71 - $36.3 $3.27M - $4.13M
AOR Ishares Tr Core Growth Allocat ETFs	Q2 2022 Filed on Jul 27, 2022	94,143	$47.07 - $54.22 $4.43M - $5.1M
TDY Teledyne Technologies Inc Technology	Q2 2022 Filed on Jul 27, 2022	9,062	$350.35 - $488.63 $3.17M - $4.43M
AEP American Electric Power CO Inc Utilities	Q2 2022 Filed on Jul 27, 2022	44,272	$88.41 - $104.49 $3.91M - $4.63M
DOX Amdocs LTD Technology	Q2 2022 Filed on Jul 27, 2022	51,695	$76.97 - $87.1 $3.98M - $4.5M
HRB H&R Block Inc Consumer Cyclical	Q2 2022 Filed on Jul 27, 2022	159,010	$23.77 - $36.27 $3.78M - $5.77M
Crane CO	Q2 2022 Filed on Jul 27, 2022	26,185	N/A
CW Curtiss Wright Corp Industrials	Q2 2022 Filed on Jul 27, 2022	28,394	$125.45 - $157.99 $3.56M - $4.49M
FOX Fox Corp Cl B (De) Communication Services	Q2 2022 Filed on Jul 27, 2022	112,190	$29.21 - $36.48 $3.28M - $4.09M
MAR Marriott International Inc Consumer Cyclical	Q2 2022 Filed on Jul 27, 2022	21,518	$133.06 - $190.3 $2.86M - $4.09M
SEE Sealed Air Corp Consumer Cyclical	Q2 2022 Filed on Jul 27, 2022	63,104	$56.24 - $69.13 $3.55M - $4.36M
XLI Industrial Sector Spdr ETFs	Q2 2022 Filed on Jul 27, 2022	76,979	$85.56 - $102.18 $6.59M - $7.87M
KFRC Kforce Inc Industrials	Q1 2022 Filed on May 16, 2022	102	$66.52 - $75.95 $6.79K - $7.75K
LDI Loan Depot, Inc. Financial Services	Q1 2022 Filed on May 16, 2022	1,000	$3.57 - $5.22 $3.57K - $5.22K
LUMN Lumen Technologies, Inc. Communication Services	Q1 2022 Filed on May 16, 2022	4	$9.62 - $13.77 $38.5 - $55.1
MNST Monster Beverage Corp Consumer Defensive	Q1 2022 Filed on May 16, 2022	1	$72.49 - $97.74 $72.5 - $97.7
NGG National Grid PLC Utilities	Q1 2022 Filed on May 16, 2022	58	$71.03 - $76.87 $4.12K - $4.46K
PEG Public Service Enterprise Group Inc Utilities	Q1 2022 Filed on May 16, 2022	71	$62.32 - $70.0 $4.42K - $4.97K
IEMG Ishares Inc ETFs	Q1 2022 Filed on May 16, 2022	108	$51.27 - $62.07 $5.54K - $6.7K
QUAL Ishares Msci Usa Quality Facto ETFs	Q1 2022 Filed on May 16, 2022	25	$123.55 - $145.17 $3.09K - $3.63K
EBAY Ebay Inc Consumer Cyclical	Q1 2022 Filed on May 16, 2022	65,457	$50.06 - $66.81 $3.28M - $4.37M
EPD Enterprise Products Partners L.P. Energy	Q1 2022 Filed on May 16, 2022	11,190	$22.64 - $26.07 $253K - $292K
EVRG Evergy, Inc. Utilities	Q1 2022 Filed on May 16, 2022	70	$60.2 - $68.34 $4.21K - $4.78K
FHLC Fidelity Covington Tr Msci Hea ETFs	Q1 2022 Filed on May 16, 2022	1	$60.62 - $68.16 $60.6 - $68.2
FAN First Tr Exchange Traded Fd Ii	Q1 2022 Filed on May 16, 2022	4	N/A
KMI Kinder Morgan, Inc. Energy	Q1 2022 Filed on May 16, 2022	6,198	$16.35 - $19.09 $101K - $118K
GSLC Goldman Sachs ETF Tr Activebet ETFs	Q1 2022 Filed on May 16, 2022	74	$82.56 - $95.4 $6.11K - $7.06K
ITOT Ishares Core S&P Total U.S. St ETFs	Q1 2022 Filed on May 16, 2022	158	$93.09 - $107.63 $14.7K - $17K
SIGI Selective Insurance Group Inc Financial Services	Q1 2022 Filed on May 16, 2022	206	$75.95 - $91.21 $15.6K - $18.8K
SHLS Shoals Technologies Group, Inc. Technology	Q1 2022 Filed on May 16, 2022	100	$12.0 - $23.84 $1.2K - $2.38K
EXAS Exact Sciences Corp Healthcare	Q1 2022 Filed on May 16, 2022	100	$57.56 - $82.54 $5.76K - $8.25K
FUBO Fubo Tv Inc. Communication Services	Q1 2022 Filed on May 16, 2022	500	$6.17 - $16.2 $3.09K - $8.1K
FUL Fuller H B CO Basic Materials	Q1 2022 Filed on May 16, 2022	106	$61.99 - $78.61 $6.57K - $8.33K
GTX Garrett Motion Inc. Consumer Cyclical	Q1 2022 Filed on May 16, 2022	16	$6.2 - $8.02 $99.2 - $128
LIT Global X Fds Global X Lithium ETFs	Q1 2022 Filed on May 16, 2022	808	$66.06 - $85.93 $53.4K - $69.4K
ISRG Intuitive Surgical Inc Healthcare	Q1 2022 Filed on May 16, 2022	81	$262.77 - $360.0 $21.3K - $29.2K
IYC Ishares U.S. Consumer Discreti ETFs	Q1 2022 Filed on May 16, 2022	2	$67.88 - $85.29 $136 - $171
JTKWY Just Eat Takeaway.Com N.V. Consumer Cyclical	Q1 2022 Filed on May 16, 2022	671	$5.93 - $11.27 $3.98K - $7.56K
EVTC Evertec, Inc. Technology	Q1 2022 Filed on May 16, 2022	2	$37.56 - $50.34 $75.1 - $101
DOW Dow Inc. Basic Materials	Q1 2022 Filed on May 16, 2022	104	$56.62 - $64.7 $5.89K - $6.73K
SYNL Synalloy Corp	Q1 2022 Filed on May 16, 2022	4	$15.71 - $19.09 $62.8 - $76.4
VO Vanguard Mid Cap ETF ETFs	Q1 2022 Filed on May 16, 2022	46	$219.86 - $253.39 $10.1K - $11.7K
WMB Williams Companies, Inc. Energy	Q1 2022 Filed on May 16, 2022	2,095	$26.5 - $33.88 $55.5K - $71K
XEL Xcel Energy Inc Utilities	Q1 2022 Filed on May 16, 2022	76	$64.83 - $72.32 $4.93K - $5.5K
NXPI Nxp Semiconductors N.V. Technology	Q1 2022 Filed on May 16, 2022	19,479	$169.72 - $232.87 $3.31M - $4.54M
BATT Amplify Lithium & Battery Tech ETFs	Q1 2022 Filed on May 16, 2022	886	$14.63 - $18.3 $13K - $16.2K
BRKB Berkshire Hathwy Inc(Hldg Co)B	Q1 2022 Filed on May 16, 2022	17	N/A
CVLT Commvault Systems Inc Technology	Q1 2022 Filed on May 16, 2022	81	$59.8 - $69.71 $4.84K - $5.65K
LMT Lockheed Martin Corp Industrials	Q1 2022 Filed on May 16, 2022	50	$354.36 - $466.15 $17.7K - $23.3K

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