Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

  • $284 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on May 16, 2022
515
$75.69 - $95.53 $39K - $49.2K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
300
$15.51 - $19.54 $4.65K - $5.86K
SABR
Sabre Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
1,000
$7.95 - $11.89 $7.95K - $11.9K
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on May 16, 2022
107
$256.35 - $343.1 $27.4K - $36.7K
RHI
Robert Half International Inc.

Industrials
Q1 2022 Filed on May 16, 2022
440
$107.35 - $124.53 $47.2K - $54.8K
RLI
Rli Corp

Financial Services
Q1 2022 Filed on May 16, 2022
89
$98.37 - $112.59 $8.75K - $10K
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
1,220
$21.26 - $25.41 $25.9K - $31K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
75
$595.12 - $698.43 $44.6K - $52.4K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
643
$39.83 - $65.74 $25.6K - $42.3K
SSB
South State Corp

Financial Services
Q1 2022 Filed on May 16, 2022
126
$81.51 - $93.14 $10.3K - $11.7K
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on May 16, 2022
350
$51.35 - $60.41 $18K - $21.1K
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2022 Filed on May 16, 2022
413
$18.86 - $21.76 $7.79K - $8.99K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on May 16, 2022
80,136
$49.62 - $62.33 $3.98M - $4.99M
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
311
$85.5 - $99.09 $26.6K - $30.8K
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 16, 2022
1
$48.81 - $60.03 $48.8 - $60
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
20
$101.62 - $128.95 $2.03K - $2.58K
TTGT
Tech Target Inc

Communication Services
Q1 2022 Filed on May 16, 2022
87
$70.29 - $96.91 $6.12K - $8.43K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2022 Filed on May 16, 2022
62,594
$108.47 - $136.53 $6.79M - $8.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on May 16, 2022
898
$99.29 - $140.66 $89.2K - $126K
SNV
Synovus Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
544
$44.84 - $53.99 $24.4K - $29.4K
SIVB
Svb Financial Group

Financial Services
Q1 2022 Filed on May 16, 2022
25
$494.35 - $737.77 $12.4K - $18.4K
RGR
Sturm Ruger & CO Inc

Industrials
Q1 2022 Filed on May 16, 2022
215
$64.34 - $74.37 $13.8K - $16K
STM
St Microelectronics N.V.

Technology
Q1 2022 Filed on May 16, 2022
1,113
$35.66 - $50.2 $39.7K - $55.9K
SCL
Stepan CO

Basic Materials
Q1 2022 Filed on May 16, 2022
46
$95.87 - $125.22 $4.41K - $5.76K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
10
$84.32 - $103.45 $843 - $1.03K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 16, 2022
90
$64.67 - $72.25 $5.82K - $6.5K
ONTO
Onto Innovation Inc.

Technology
Q1 2022 Filed on May 16, 2022
195
$73.98 - $105.96 $14.4K - $20.7K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 16, 2022
1
$59.94 - $62.99 $59.9 - $63
UBX
Unity Biotechnology, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
300
$0.72 - $1.86 $216 - $558
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
100
$20.65 - $30.07 $2.07K - $3.01K
SYY
Sysco Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
101
$75.31 - $88.37 $7.61K - $8.93K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
237
$26.89 - $33.62 $6.37K - $7.97K
SDGR
Schrodinger, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
35
$24.84 - $36.12 $869 - $1.26K
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 16, 2022
1,262
$8.76 - $11.69 $11.1K - $14.8K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2022 Filed on May 16, 2022
10
$36.2 - $47.38 $362 - $474
PRFT
Perficient Inc

Technology
Q1 2022 Filed on May 16, 2022
87
$94.82 - $125.44 $8.25K - $10.9K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 16, 2022
20
$30.45 - $39.36 $609 - $787
OSUR
Orasure Technologies Inc

Healthcare
Q1 2022 Filed on May 16, 2022
100
$6.62 - $9.33 $662 - $933
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on May 16, 2022
50
$354.36 - $466.15 $17.7K - $23.3K
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
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 16, 2022
285
$97.11 - $118.28 $27.7K - $33.7K
GAL
Ssga Active ETF Tr

ETFs
Q1 2022 Filed on May 16, 2022
2
$42.16 - $46.2 $84.3 - $92.4
ROG
Rogers Corp

Technology
Q1 2022 Filed on May 16, 2022
31
$271.7 - $273.96 $8.42K - $8.49K
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
500
$44.9 - $55.87 $22.5K - $27.9K
MTTR
Matterport, Inc.

Technology
Q1 2022 Filed on May 16, 2022
840
$6.18 - $19.61 $5.19K - $16.5K
MMI
Marcus & Millichap, Inc.

Real Estate
Q1 2022 Filed on May 16, 2022
100,924
$44.14 - $52.68 $4.45M - $5.32M
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 16, 2022
165
$143.98 - $202.66 $23.8K - $33.4K
EFV
Msci Eafe Value ETF

ETFs
Q1 2022 Filed on May 16, 2022
6
$45.64 - $53.35 $274 - $320
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on May 16, 2022
6
$66.84 - $79.66 $401 - $478
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