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
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
75
$595.12 - $698.43 $44.6K - $52.4K
AAL
American Airlines Group Inc.

Industrials
Q1 2022 Filed on May 16, 2022
600
$12.84 - $19.34 $7.7K - $11.6K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 16, 2022
428
$45.75 - $56.69 $19.6K - $24.3K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
242
$34.2 - $47.62 $8.28K - $11.5K
BGS
B&G Foods, Inc.

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

Healthcare
Q1 2022 Filed on May 16, 2022
703
$55.72 - $67.12 $39.2K - $47.2K
BCPC
Balchem Corp

Basic Materials
Q1 2022 Filed on May 16, 2022
39
$131.21 - $167.55 $5.12K - $6.53K
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
MCO
Moodys Corp

Financial Services
Q1 2022 Filed on May 16, 2022
56
$301.31 - $386.27 $16.9K - $21.6K
MNRO
Monro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
119
$43.39 - $59.19 $5.16K - $7.04K
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
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
955
$39.62 - $69.97 $37.8K - $66.8K
AIG
American International Group, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
621
$54.67 - $64.48 $34K - $40K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
50
$13.13 - $20.02 $657 - $1K
BECN
Beacon Roofing Supply Inc

Industrials
Q1 2022 Filed on May 16, 2022
227
$51.78 - $62.86 $11.8K - $14.3K
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
165
$27.5 - $32.38 $4.54K - $5.34K
MGRC
Mcgrath Rentcorp

Industrials
Q1 2022 Filed on May 16, 2022
83
$71.48 - $88.32 $5.93K - $7.33K
DASH
Door Dash, Inc.

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

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

Technology
Q4 2021 Filed on Feb 17, 2022
438
$56.46 - $78.76 $24.7K - $34.5K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Feb 17, 2022
43
$51.9 - $57.29 $2.23K - $2.46K
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 17, 2022
126
$131.5 - $390.0 $16.6K - $49.1K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
103
$33.11 - $55.01 $3.41K - $5.67K
URI
United Rentals, Inc.

Industrials
Q4 2021 Filed on Feb 17, 2022
13,207
$321.98 - $392.79 $4.25M - $5.19M
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 17, 2022
15,000
$53.01 - $59.14 $795K - $887K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
7
$108.26 - $120.32 $758 - $842
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 17, 2022
89
$30.22 - $33.49 $2.69K - $2.98K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
410
$64.2 - $142.68 $26.3K - $58.5K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 17, 2022
7,167
$589.61 - $711.02 $4.23M - $5.1M
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 17, 2022
260
$70.31 - $87.0 $18.3K - $22.6K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 17, 2022
47
$79.7 - $107.73 $3.75K - $5.06K
IAU
Ishares Gold Trust

ETFs
Q4 2021 Filed on Feb 17, 2022
21
$33.36 - $35.53 $701 - $746
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
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
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 17, 2022
48
$257.53 - $292.5 $12.4K - $14K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Feb 17, 2022
140
$74.33 - $77.96 $10.4K - $10.9K
Raven Inds Inc
Q4 2021 Filed on Feb 17, 2022
176
N/A
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2021 Filed on Feb 17, 2022
15,751
$278.82 - $333.46 $4.39M - $5.25M
LBTYA
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 17, 2022
141,045
$26.4 - $29.99 $3.72M - $4.23M
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 17, 2022
5,818
$712.94 - $879.12 $4.15M - $5.11M
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Jan 12, 2022
90,100
$49.5 - $54.84 $4.46M - $4.94M
NFLX
Netflix Inc

Communication Services
Q3 2021 Filed on Jan 12, 2022
7,400
$510.72 - $610.34 $3.78M - $4.52M
MOS
Mosaic CO

Basic Materials
Q3 2021 Filed on Jan 12, 2022
10,000
$28.79 - $36.84 $288K - $368K
BKEP
Blueknight Energy Partners, L.P.

Energy
Q3 2021 Filed on Jan 12, 2022
7,676
$3.05 - $3.78 $23.4K - $29K
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