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
CENT
Central Garden & Pet CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
145
$43.73 - $52.79 $6.34K - $7.65K
CNP
Centerpoint Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
833
$26.49 - $30.8 $22.1K - $25.7K
CBZ
Cbiz, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
277
$37.19 - $41.97 $10.3K - $11.6K
CASS
Cass Information Systems Inc

Industrials
Q1 2022 Filed on May 16, 2022
108
$36.11 - $42.55 $3.9K - $4.6K
CSL
Carlisle Companies Inc

Industrials
Q1 2022 Filed on May 16, 2022
79
$215.5 - $253.27 $17K - $20K
BRO
Brown & Brown, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
70,357
$61.13 - $72.71 $4.3M - $5.12M
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on May 16, 2022
176
$61.48 - $73.72 $10.8K - $13K
BSX
Boston Scientific Corp

Healthcare
Q1 2022 Filed on May 16, 2022
100
$40.9 - $45.1 $4.09K - $4.51K
BLKB
Blackbaud Inc

Technology
Q1 2022 Filed on May 16, 2022
204
$56.94 - $79.39 $11.6K - $16.2K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on May 16, 2022
521
$38.34 - $49.38 $20K - $25.7K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 16, 2022
151
$140.96 - $181.02 $21.3K - $27.3K
SONO
Sonos Inc

Technology
Q1 2022 Filed on May 16, 2022
300
$22.2 - $30.95 $6.66K - $9.29K
QLYS
Qualys, Inc.

Technology
Q1 2022 Filed on May 16, 2022
119
$111.19 - $143.93 $13.2K - $17.1K
National Instrs Corp
Q1 2022 Filed on May 16, 2022
958
N/A
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
30
$164.87 - $202.46 $4.95K - $6.07K
MOGA
Moog Inc Cla
Q1 2022 Filed on May 16, 2022
137
N/A
MNRO
Monro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
119
$43.39 - $59.19 $5.16K - $7.04K
MLAB
Mesa Laboratories Inc

Technology
Q1 2022 Filed on May 16, 2022
31
$248.18 - $329.02 $7.69K - $10.2K
MRK
Merck & Co., Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
202
$73.51 - $82.4 $14.8K - $16.6K
MDT
Medtronic PLC

Healthcare
Q1 2022 Filed on May 16, 2022
20
$100.58 - $112.38 $2.01K - $2.25K
MGRC
Mcgrath Rentcorp

Industrials
Q1 2022 Filed on May 16, 2022
83
$71.48 - $88.32 $5.93K - $7.33K
MIND
Mind Technology, Inc

Technology
Q1 2022 Filed on May 16, 2022
2,000
$14.84 - $19.5 $29.7K - $39K
ON
On Semiconductor Corp

Technology
Q1 2022 Filed on May 16, 2022
392
$53.32 - $70.95 $20.9K - $27.8K
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
OPEN
Opendoor Technologies Inc.

Real Estate
Q1 2022 Filed on May 16, 2022
5,000
$6.47 - $15.07 $32.4K - $75.4K
LFUS
Littelfuse Inc

Technology
Q1 2022 Filed on May 16, 2022
109
$237.29 - $323.58 $25.9K - $35.3K
MU
Micron Technology Inc

Technology
Q1 2022 Filed on May 16, 2022
1,000
$69.4 - $97.36 $69.4K - $97.4K
Microbot Med Inc
Q1 2022 Filed on May 16, 2022
25
N/A
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2022 Filed on May 16, 2022
40,074
N/A
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
45,075
$38.61 - $51.98 $1.74M - $2.34M
PRU
Prudential Financial Inc

Financial Services
Q1 2022 Filed on May 16, 2022
108
$102.05 - $121.38 $11K - $13.1K
NRC
National Research Corp

Healthcare
Q1 2022 Filed on May 16, 2022
187
$36.33 - $42.25 $6.79K - $7.9K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
137
$143.22 - $164.21 $19.6K - $22.5K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
151
$114.5 - $173.1 $17.3K - $26.1K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
Q1 2022 Filed on May 16, 2022
862
$75.69 - $82.57 $65.2K - $71.2K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q1 2022 Filed on May 16, 2022
66
$90.46 - $110.41 $5.97K - $7.29K
LANC
Lancaster Colony Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
28
$149.15 - $170.73 $4.18K - $4.78K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
100
$21.07 - $28.95 $2.11K - $2.9K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2022 Filed on May 16, 2022
122,793
$44.22 - $52.9 $5.43M - $6.5M
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 16, 2022
428
$45.75 - $56.69 $19.6K - $24.3K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on May 16, 2022
10
$11.28 - $19.37 $113 - $194
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
165
$27.5 - $32.38 $4.54K - $5.34K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
740
$21.55 - $45.47 $15.9K - $33.6K
LSTR
Landstar System Inc

Industrials
Q1 2022 Filed on May 16, 2022
115
$150.2 - $180.38 $17.3K - $20.7K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q1 2022 Filed on May 16, 2022
32
$31.91 - $38.34 $1.02K - $1.23K
HURN
Huron Consulting Group Inc.

Industrials
Q1 2022 Filed on May 16, 2022
164
$43.38 - $50.64 $7.11K - $8.3K
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
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