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
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
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2022 Filed on May 16, 2022
1,837
$70.33 - $90.25 $129K - $166K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on May 16, 2022
115
$57.51 - $73.35 $6.61K - $8.44K
ECL
Ecolab Inc.

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

Healthcare
Q1 2022 Filed on May 16, 2022
623
$43.77 - $63.22 $27.3K - $39.4K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
30
$23.88 - $30.4 $716 - $912
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on May 16, 2022
4
$230.48 - $266.11 $922 - $1.06K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 16, 2022
599
$129.03 - $157.89 $77.3K - $94.6K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
149
$90.4 - $112.11 $13.5K - $16.7K
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
DOV
Dover Corp

Industrials
Q1 2022 Filed on May 16, 2022
388
$146.19 - $182.92 $56.7K - $71K
HURN
Huron Consulting Group Inc.

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

Financial Services
Q1 2022 Filed on May 16, 2022
76
$72.86 - $104.61 $5.54K - $7.95K
FEX
First Tr Large Cap Core Alphde

ETFs
Q1 2022 Filed on May 16, 2022
260
$82.76 - $92.23 $21.5K - $24K
MRK
Merck & Co., Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
202
$73.51 - $82.4 $14.8K - $16.6K
MCO
Moodys Corp

Financial Services
Q1 2022 Filed on May 16, 2022
56
$301.31 - $386.27 $16.9K - $21.6K
RLI
Rli Corp

Financial Services
Q1 2022 Filed on May 16, 2022
89
$98.37 - $112.59 $8.75K - $10K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
75
$595.12 - $698.43 $44.6K - $52.4K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
160
$218.27 - $304.24 $34.9K - $48.7K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 16, 2022
90
$64.67 - $72.25 $5.82K - $6.5K
ALG
Alamo Group Inc

Industrials
Q1 2022 Filed on May 16, 2022
55
$134.57 - $159.75 $7.4K - $8.79K
GOOG
Alphabet Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
13
$126.46 - $148.04 $1.64K - $1.92K
QLYS
Qualys, Inc.

Technology
Q1 2022 Filed on May 16, 2022
119
$111.19 - $143.93 $13.2K - $17.1K
AAL
American Airlines Group Inc.

Industrials
Q1 2022 Filed on May 16, 2022
600
$12.84 - $19.34 $7.7K - $11.6K
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
1,220
$21.26 - $25.41 $25.9K - $31K
AIG
American International Group, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
621
$54.67 - $64.48 $34K - $40K
NRC
National Research Corp

Healthcare
Q1 2022 Filed on May 16, 2022
187
$36.33 - $42.25 $6.79K - $7.9K
RHI
Robert Half International Inc.

Industrials
Q1 2022 Filed on May 16, 2022
440
$107.35 - $124.53 $47.2K - $54.8K
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on May 16, 2022
107
$256.35 - $343.1 $27.4K - $36.7K
SABR
Sabre Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
1,000
$7.95 - $11.89 $7.95K - $11.9K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
80
$108.97 - $135.76 $8.72K - $10.9K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 16, 2022
50
$51.26 - $136.31 $2.56K - $6.82K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 16, 2022
151
$140.96 - $181.02 $21.3K - $27.3K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 16, 2022
41
$79.77 - $90.53 $3.27K - $3.71K
AAON
Aaon, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
82
$52.18 - $78.95 $4.28K - $6.47K
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on May 16, 2022
142
$114.02 - $139.04 $16.2K - $19.7K
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2022 Filed on May 16, 2022
300
$17.16 - $19.69 $5.15K - $5.91K
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on May 16, 2022
515
$75.69 - $95.53 $39K - $49.2K
SLGN
Silgan Holdings Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
211
$40.98 - $46.32 $8.65K - $9.77K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
300
$15.51 - $19.54 $4.65K - $5.86K
ACIW
Aci Worldwide, Inc.

Technology
Q1 2022 Filed on May 16, 2022
282
$31.49 - $35.42 $8.88K - $9.99K
PRU
Prudential Financial Inc

Financial Services
Q1 2022 Filed on May 16, 2022
108
$102.05 - $121.38 $11K - $13.1K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
50
$13.13 - $20.02 $657 - $1K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
137
$143.22 - $164.21 $19.6K - $22.5K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
35
$36.17 - $70.83 $1.27K - $2.48K
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