Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

  • $260 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
CBZ
Cbiz, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
277
$37.19 - $41.97 $10.3K - $11.6K
CPRT
Copart Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
103
$108.85 - $146.95 $11.2K - $15.1K
KEX
Kirby Corp

Industrials
Q1 2022 Filed on May 16, 2022
159
$59.88 - $74.9 $9.52K - $11.9K
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
CVS
Cvs Health Corp

Healthcare
Q1 2022 Filed on May 16, 2022
85
$100.77 - $110.83 $8.57K - $9.42K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
400
$30.11 - $44.49 $12K - $17.8K
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
EXPO
Exponent Inc

Industrials
Q1 2022 Filed on May 16, 2022
92
$84.33 - $116.96 $7.76K - $10.8K
DGII
Digi International Inc

Technology
Q1 2022 Filed on May 16, 2022
200
$18.94 - $25.38 $3.79K - $5.08K
Discovery Inc
Q1 2022 Filed on May 16, 2022
30
N/A
LANC
Lancaster Colony Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
28
$149.15 - $170.73 $4.18K - $4.78K
LSTR
Landstar System Inc

Industrials
Q1 2022 Filed on May 16, 2022
115
$150.2 - $180.38 $17.3K - $20.7K
MDT
Medtronic PLC

Healthcare
Q1 2022 Filed on May 16, 2022
20
$100.58 - $112.38 $2.01K - $2.25K
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
CHH
Choice Hotels International Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
132
$128.51 - $154.62 $17K - $20.4K
CI
Cigna Corp

Healthcare
Q1 2022 Filed on May 16, 2022
4
$217.56 - $245.83 $870 - $983
MGRC
Mcgrath Rentcorp

Industrials
Q1 2022 Filed on May 16, 2022
83
$71.48 - $88.32 $5.93K - $7.33K
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on May 16, 2022
1,300
$53.18 - $63.16 $69.1K - $82.1K
KO
Coca Cola CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
262
$57.88 - $62.85 $15.2K - $16.5K
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
COLM
Columbia Sportswear CO

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
101
$83.72 - $100.35 $8.46K - $10.1K
LFUS
Littelfuse Inc

Technology
Q1 2022 Filed on May 16, 2022
109
$237.29 - $323.58 $25.9K - $35.3K
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
EA
Electronic Arts Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
50
$119.13 - $139.01 $5.96K - $6.95K
GTN
Gray Television Inc

Communication Services
Q1 2022 Filed on May 16, 2022
305
$20.07 - $24.57 $6.12K - $7.49K
ENV
Envestnet, Inc.

Technology
Q1 2022 Filed on May 16, 2022
184
$66.01 - $80.6 $12.1K - $14.8K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on May 16, 2022
100
$321.37 - $407.48 $32.1K - $40.7K
PLUS
Eplus Inc

Technology
Q1 2022 Filed on May 16, 2022
156
$43.41 - $57.64 $6.77K - $8.99K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2022 Filed on May 16, 2022
22
$51.87 - $61.26 $1.14K - $1.35K
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
263
$118.59 - $140.34 $31.2K - $36.9K
FCN
Fti Consulting, Inc

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