Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

  • $254 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
National Instrs Corp
Q1 2022 Filed on May 16, 2022
958
N/A
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 16, 2022
90
$64.67 - $72.25 $5.82K - $6.5K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
137
$143.22 - $164.21 $19.6K - $22.5K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
30
$164.87 - $202.46 $4.95K - $6.07K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
151
$114.5 - $173.1 $17.3K - $26.1K
MNRO
Monro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
119
$43.39 - $59.19 $5.16K - $7.04K
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
1,220
$21.26 - $25.41 $25.9K - $31K
RLI
Rli Corp

Financial Services
Q1 2022 Filed on May 16, 2022
89
$98.37 - $112.59 $8.75K - $10K
POWI
Power Integrations Inc

Technology
Q1 2022 Filed on May 16, 2022
112
$75.37 - $98.1 $8.44K - $11K
MGRC
Mcgrath Rentcorp

Industrials
Q1 2022 Filed on May 16, 2022
83
$71.48 - $88.32 $5.93K - $7.33K
RHI
Robert Half International Inc.

Industrials
Q1 2022 Filed on May 16, 2022
440
$107.35 - $124.53 $47.2K - $54.8K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
75
$595.12 - $698.43 $44.6K - $52.4K
QLYS
Qualys, Inc.

Technology
Q1 2022 Filed on May 16, 2022
119
$111.19 - $143.93 $13.2K - $17.1K
MANH
Manhattan Associates Inc

Technology
Q1 2022 Filed on May 16, 2022
1
$124.31 - $152.63 $124 - $153
MCO
Moodys Corp

Financial Services
Q1 2022 Filed on May 16, 2022
56
$301.31 - $386.27 $16.9K - $21.6K
LFUS
Littelfuse Inc

Technology
Q1 2022 Filed on May 16, 2022
109
$237.29 - $323.58 $25.9K - $35.3K
NRC
National Research Corp

Healthcare
Q1 2022 Filed on May 16, 2022
187
$36.33 - $42.25 $6.79K - $7.9K
LSTR
Landstar System Inc

Industrials
Q1 2022 Filed on May 16, 2022
115
$150.2 - $180.38 $17.3K - $20.7K
LANC
Lancaster Colony Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
28
$149.15 - $170.73 $4.18K - $4.78K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
65
$359.99 - $441.51 $23.4K - $28.7K
PDCO
Patterson Companies, Inc.

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

Healthcare
Q1 2022 Filed on May 16, 2022
428
$45.75 - $56.69 $19.6K - $24.3K
XLB
Select Sector Spdr Fd Material

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

Technology
Q1 2022 Filed on May 16, 2022
50
$51.26 - $136.31 $2.56K - $6.82K
SLGN
Silgan Holdings Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
211
$40.98 - $46.32 $8.65K - $9.77K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
80
$108.97 - $135.76 $8.72K - $10.9K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
19
$92.72 - $100.95 $1.76K - $1.92K
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
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
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 17, 2022
47
$79.7 - $107.73 $3.75K - $5.06K
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
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2021 Filed on Feb 17, 2022
15,751
$278.82 - $333.46 $4.39M - $5.25M
URI
United Rentals, Inc.

Industrials
Q4 2021 Filed on Feb 17, 2022
13,207
$321.98 - $392.79 $4.25M - $5.19M
UPST
Upstart Holdings, Inc.

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

Technology
Q4 2021 Filed on Feb 17, 2022
410
$64.2 - $142.68 $26.3K - $58.5K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 17, 2022
15,000
$53.01 - $59.14 $795K - $887K
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
CRNC
Cerence Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
180
$69.2 - $112.96 $12.5K - $20.3K
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
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 17, 2022
7,167
$589.61 - $711.02 $4.23M - $5.1M
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