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
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on May 16, 2022
521
$38.34 - $49.38 $20K - $25.7K
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
165
$27.5 - $32.38 $4.54K - $5.34K
BLKB
Blackbaud Inc

Technology
Q1 2022 Filed on May 16, 2022
204
$56.94 - $79.39 $11.6K - $16.2K
BSX
Boston Scientific Corp

Healthcare
Q1 2022 Filed on May 16, 2022
100
$40.9 - $45.1 $4.09K - $4.51K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on May 16, 2022
176
$61.48 - $73.72 $10.8K - $13K
BRO
Brown & Brown, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
70,357
$61.13 - $72.71 $4.3M - $5.12M
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
CSL
Carlisle Companies Inc

Industrials
Q1 2022 Filed on May 16, 2022
79
$215.5 - $253.27 $17K - $20K
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
CASS
Cass Information Systems Inc

Industrials
Q1 2022 Filed on May 16, 2022
108
$36.11 - $42.55 $3.9K - $4.6K
BECN
Beacon Roofing Supply Inc

Industrials
Q1 2022 Filed on May 16, 2022
227
$51.78 - $62.86 $11.8K - $14.3K
POWI
Power Integrations Inc

Technology
Q1 2022 Filed on May 16, 2022
112
$75.37 - $98.1 $8.44K - $11K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
955
$39.62 - $69.97 $37.8K - $66.8K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q1 2022 Filed on May 16, 2022
66
$90.46 - $110.41 $5.97K - $7.29K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
100
$21.07 - $28.95 $2.11K - $2.9K
AZN
Astrazeneca PLC

Healthcare
Q1 2022 Filed on May 16, 2022
703
$55.72 - $67.12 $39.2K - $47.2K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 16, 2022
428
$45.75 - $56.69 $19.6K - $24.3K
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
108
$25.69 - $34.06 $2.77K - $3.68K
AON
Aon PLC

Financial Services
Q1 2022 Filed on May 16, 2022
69
$261.88 - $326.39 $18.1K - $22.5K
BCPC
Balchem Corp

Basic Materials
Q1 2022 Filed on May 16, 2022
39
$131.21 - $167.55 $5.12K - $6.53K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
151
$114.5 - $173.1 $17.3K - $26.1K
DASH
Door Dash, Inc.

Communication Services
Q4 2021 Filed on Feb 17, 2022
163
$144.44 - $245.97 $23.5K - $40.1K
DT
Dynatrace, Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
438
$56.46 - $78.76 $24.7K - $34.5K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 17, 2022
15,000
$53.01 - $59.14 $795K - $887K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Feb 17, 2022
69,143
$115.32 - $124.74 $7.97M - $8.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
7
$108.26 - $120.32 $758 - $842
EBS
Emergent Bio Solutions Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
103
$33.11 - $55.01 $3.41K - $5.67K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 17, 2022
5,818
$712.94 - $879.12 $4.15M - $5.11M
LBTYA
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 17, 2022
141,045
$26.4 - $29.99 $3.72M - $4.23M
URI
United Rentals, Inc.

Industrials
Q4 2021 Filed on Feb 17, 2022
13,207
$321.98 - $392.79 $4.25M - $5.19M
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2021 Filed on Feb 17, 2022
15,751
$278.82 - $333.46 $4.39M - $5.25M
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 17, 2022
126
$131.5 - $390.0 $16.6K - $49.1K
BEAM
Beam Therapeutics Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
279
$68.02 - $99.06 $19K - $27.6K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
410
$64.2 - $142.68 $26.3K - $58.5K
Raven Inds Inc
Q4 2021 Filed on Feb 17, 2022
176
N/A
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 17, 2022
89
$30.22 - $33.49 $2.69K - $2.98K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Feb 17, 2022
43
$51.9 - $57.29 $2.23K - $2.46K
IAU
Ishares Gold Trust

ETFs
Q4 2021 Filed on Feb 17, 2022
21
$33.36 - $35.53 $701 - $746
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2021 Filed on Feb 17, 2022
299,437
$13.45 - $22.71 $4.03M - $6.8M
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
19
$92.72 - $100.95 $1.76K - $1.92K
CRNC
Cerence Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
180
$69.2 - $112.96 $12.5K - $20.3K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Feb 17, 2022
140
$74.33 - $77.96 $10.4K - $10.9K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 17, 2022
7,167
$589.61 - $711.02 $4.23M - $5.1M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 17, 2022
47
$79.7 - $107.73 $3.75K - $5.06K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 17, 2022
260
$70.31 - $87.0 $18.3K - $22.6K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 17, 2022
48
$257.53 - $292.5 $12.4K - $14K
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