Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

  • $236 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 16, 2022
20
$30.45 - $39.36 $609 - $787
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
80
$108.97 - $135.76 $8.72K - $10.9K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on May 16, 2022
521
$38.34 - $49.38 $20K - $25.7K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 16, 2022
33
$121.42 - $128.17 $4.01K - $4.23K
BRO
Brown & Brown, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
70,357
$61.13 - $72.71 $4.3M - $5.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on May 16, 2022
4
$230.48 - $266.11 $922 - $1.06K
CSL
Carlisle Companies Inc

Industrials
Q1 2022 Filed on May 16, 2022
79
$215.5 - $253.27 $17K - $20K
CBZ
Cbiz, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
277
$37.19 - $41.97 $10.3K - $11.6K
IBM
International Business Machines Corp

Technology
Q1 2022 Filed on May 16, 2022
51
$121.35 - $138.22 $6.19K - $7.05K
CNP
Centerpoint Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
833
$26.49 - $30.8 $22.1K - $25.7K
CENT
Central Garden & Pet CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
145
$43.73 - $52.79 $6.34K - $7.65K
IPAR
Inter Parfums Inc

Consumer Defensive
Q1 2022 Filed on May 16, 2022
178
$80.22 - $106.82 $14.3K - $19K
CHH
Choice Hotels International Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
132
$128.51 - $154.62 $17K - $20.4K
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
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on May 16, 2022
24
$41.74 - $45.45 $1K - $1.09K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on May 16, 2022
176
$61.48 - $73.72 $10.8K - $13K
BLKB
Blackbaud Inc

Technology
Q1 2022 Filed on May 16, 2022
204
$56.94 - $79.39 $11.6K - $16.2K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
65
$359.99 - $441.51 $23.4K - $28.7K
MANH
Manhattan Associates Inc

Technology
Q1 2022 Filed on May 16, 2022
1
$124.31 - $152.63 $124 - $153
LFUS
Littelfuse Inc

Technology
Q1 2022 Filed on May 16, 2022
109
$237.29 - $323.58 $25.9K - $35.3K
LSTR
Landstar System Inc

Industrials
Q1 2022 Filed on May 16, 2022
115
$150.2 - $180.38 $17.3K - $20.7K
LANC
Lancaster Colony Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
28
$149.15 - $170.73 $4.18K - $4.78K
KEX
Kirby Corp

Industrials
Q1 2022 Filed on May 16, 2022
159
$59.88 - $74.9 $9.52K - $11.9K
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
BSX
Boston Scientific Corp

Healthcare
Q1 2022 Filed on May 16, 2022
100
$40.9 - $45.1 $4.09K - $4.51K
CI
Cigna Corp

Healthcare
Q1 2022 Filed on May 16, 2022
4
$217.56 - $245.83 $870 - $983
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
Discovery Inc
Q1 2022 Filed on May 16, 2022
30
N/A
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
DOV
Dover Corp

Industrials
Q1 2022 Filed on May 16, 2022
388
$146.19 - $182.92 $56.7K - $71K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
30
$23.88 - $30.4 $716 - $912
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 16, 2022
599
$129.03 - $157.89 $77.3K - $94.6K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2022 Filed on May 16, 2022
1,837
$70.33 - $90.25 $129K - $166K
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