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
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2022 Filed on May 16, 2022
467
$52.93 - $56.26 $24.7K - $26.3K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on May 16, 2022
3
$254.37 - $323.09 $763 - $969
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 16, 2022
2
$99.96 - $115.1 $200 - $230
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 16, 2022
285
$97.11 - $118.28 $27.7K - $33.7K
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 16, 2022
1,262
$8.76 - $11.69 $11.1K - $14.8K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 16, 2022
1
$59.94 - $62.99 $59.9 - $63
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
ONTO
Onto Innovation Inc.

Technology
Q1 2022 Filed on May 16, 2022
195
$73.98 - $105.96 $14.4K - $20.7K
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
OSUR
Orasure Technologies Inc

Healthcare
Q1 2022 Filed on May 16, 2022
100
$6.62 - $9.33 $662 - $933
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
202
$14.78 - $18.7 $2.99K - $3.78K
KEX
Kirby Corp

Industrials
Q1 2022 Filed on May 16, 2022
159
$59.88 - $74.9 $9.52K - $11.9K
FCN
Fti Consulting, Inc

Industrials
Q1 2022 Filed on May 16, 2022
586
$137.31 - $158.09 $80.5K - $92.6K
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
190
$27.63 - $38.32 $5.25K - $7.28K
FWRD
Forward Air Corp

Industrials
Q1 2022 Filed on May 16, 2022
131
$94.36 - $124.61 $12.4K - $16.3K
FEX
First Tr Large Cap Core Alphde

ETFs
Q1 2022 Filed on May 16, 2022
260
$82.76 - $92.23 $21.5K - $24K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on May 16, 2022
115
$57.51 - $73.35 $6.61K - $8.44K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2022 Filed on May 16, 2022
1,837
$70.33 - $90.25 $129K - $166K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2022 Filed on May 16, 2022
22
$51.87 - $61.26 $1.14K - $1.35K
PLUS
Eplus Inc

Technology
Q1 2022 Filed on May 16, 2022
156
$43.41 - $57.64 $6.77K - $8.99K
ENV
Envestnet, Inc.

Technology
Q1 2022 Filed on May 16, 2022
184
$66.01 - $80.6 $12.1K - $14.8K
EA
Electronic Arts Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
50
$119.13 - $139.01 $5.96K - $6.95K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
117
$156.73 - $233.51 $18.3K - $27.3K
DOV
Dover Corp

Industrials
Q1 2022 Filed on May 16, 2022
388
$146.19 - $182.92 $56.7K - $71K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
149
$90.4 - $112.11 $13.5K - $16.7K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 16, 2022
599
$129.03 - $157.89 $77.3K - $94.6K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
30
$23.88 - $30.4 $716 - $912
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on May 16, 2022
100
$321.37 - $407.48 $32.1K - $40.7K
GTN
Gray Television Inc

Communication Services
Q1 2022 Filed on May 16, 2022
305
$20.07 - $24.57 $6.12K - $7.49K
EXPO
Exponent Inc

Industrials
Q1 2022 Filed on May 16, 2022
92
$84.33 - $116.96 $7.76K - $10.8K
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
115
$184.09 - $232.19 $21.2K - $26.7K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
355
$11.89 - $18.94 $4.22K - $6.72K
JEF
Jefferies Financial Group Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
434
$29.93 - $41.43 $13K - $18K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
81
$149.1 - $164.08 $12.1K - $13.3K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q1 2022 Filed on May 16, 2022
32
$31.91 - $38.34 $1.02K - $1.23K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on May 16, 2022
24
$41.74 - $45.45 $1K - $1.09K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 16, 2022
33
$121.42 - $128.17 $4.01K - $4.23K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on May 16, 2022
4
$230.48 - $266.11 $922 - $1.06K
IBM
International Business Machines Corp

Technology
Q1 2022 Filed on May 16, 2022
51
$121.35 - $138.22 $6.19K - $7.05K
IPAR
Inter Parfums Inc

Consumer Defensive
Q1 2022 Filed on May 16, 2022
178
$80.22 - $106.82 $14.3K - $19K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q1 2022 Filed on May 16, 2022
191
$62.86 - $69.24 $12K - $13.2K
ICUI
Icu Medical Inc

Healthcare
Q1 2022 Filed on May 16, 2022
76
$203.51 - $247.46 $15.5K - $18.8K
HURN
Huron Consulting Group Inc.

Industrials
Q1 2022 Filed on May 16, 2022
164
$43.38 - $50.64 $7.11K - $8.3K
HLI
Houlihan Lokey, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
116
$87.8 - $119.53 $10.2K - $13.9K
HLNE
Hamilton Lane Inc

Financial Services
Q1 2022 Filed on May 16, 2022
76
$72.86 - $104.61 $5.54K - $7.95K
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