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
NFLX
Netflix Inc

Communication Services
Q3 2021 Filed on Jan 12, 2022
7,400
$510.72 - $610.34 $3.78M - $4.52M
RTX
Raytheon Technologies Corp

Industrials
Q3 2021 Filed on Jan 12, 2022
406
$81.05 - $88.62 $32.9K - $36K
PKG
Packaging Corp Of America

Consumer Cyclical
Q3 2021 Filed on Jan 12, 2022
254
$131.52 - $153.94 $33.4K - $39.1K
AME
Ametek Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
34,401
$124.01 - $139.05 $4.27M - $4.78M
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Jan 12, 2022
1,089
N/A
UHT
Universal Health Realty Income Trust

Real Estate
Q3 2021 Filed on Jan 12, 2022
93
$55.27 - $62.49 $5.14K - $5.81K
AXP
American Express CO

Financial Services
Q3 2021 Filed on Jan 12, 2022
100
$158.72 - $176.77 $15.9K - $17.7K
BKEP
Blueknight Energy Partners, L.P.

Energy
Q3 2021 Filed on Jan 12, 2022
7,676
$3.05 - $3.78 $23.4K - $29K
Slack Technologies Inc
Q3 2021 Filed on Jan 12, 2022
100
N/A
ADP
Automatic Data Processing Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
236
$197.05 - $216.72 $46.5K - $51.1K
PSX
Phillips 66

Energy
Q3 2021 Filed on Jan 12, 2022
100
$64.27 - $87.9 $6.43K - $8.79K
Gores Holdings Vi Inc
Q3 2021 Filed on Jan 12, 2022
100
N/A
PAYX
Paychex Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
43,078
$106.73 - $118.19 $4.6M - $5.09M
Maxim Integrated Prods Inc
Q3 2021 Filed on Jan 12, 2022
58
N/A
QCOM
Qualcomm Inc

Technology
Q3 2021 Filed on Jan 12, 2022
218
$128.98 - $150.99 $28.1K - $32.9K
VRSN
Verisign Inc

Technology
Q3 2021 Filed on Jan 12, 2022
19,957
$205.01 - $233.53 $4.09M - $4.66M
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q3 2021 Filed on Jan 12, 2022
20,608
$293.2 - $320.85 $6.04M - $6.61M
SNA
Snap On Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
165
$208.95 - $231.63 $34.5K - $38.2K
FMC
Fmc Corp

Basic Materials
Q3 2021 Filed on Jan 12, 2022
191
$87.77 - $108.77 $16.8K - $20.8K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2021 Filed on Jan 12, 2022
396
$38.55 - $39.48 $15.3K - $15.6K
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q3 2021 Filed on Jan 12, 2022
1
$77.73 - $84.08 $77.7 - $84.1
UPWK
Upwork, Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
518
$40.38 - $60.7 $20.9K - $31.4K
FIW
First Trust Water ETF

ETFs
Q3 2021 Filed on Jan 12, 2022
121
$82.97 - $91.91 $10K - $11.1K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
Q3 2021 Filed on Jan 12, 2022
33,453
$174.89 - $181.89 $5.85M - $6.08M
MOS
Mosaic CO

Basic Materials
Q3 2021 Filed on Jan 12, 2022
10,000
$28.79 - $36.84 $288K - $368K
ALLE
Allegion PLC

Industrials
Q3 2021 Filed on Jan 12, 2022
21,378
$132.18 - $148.13 $2.83M - $3.17M
FLT
Fleetcor Technologies Inc

Technology
Q3 2021 Filed on Jan 12, 2022
61
$245.6 - $270.32 $15K - $16.5K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Jan 12, 2022
365
$65.97 - $92.48 $24.1K - $33.8K
ROP
Roper Technologies Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
9,085
$446.13 - $496.63 $4.05M - $4.51M
EMR
Emerson Electric CO

Industrials
Q3 2021 Filed on Jan 12, 2022
361
$93.71 - $105.7 $33.8K - $38.2K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Jan 12, 2022
32
$38.28 - $41.49 $1.22K - $1.33K
INTU
Intuit Inc

Technology
Q3 2021 Filed on Jan 12, 2022
10,941
$491.05 - $577.92 $5.37M - $6.32M
EXLS
Exl Service Holdings, Inc.

Technology
Q3 2021 Filed on Jan 12, 2022
42,795
$106.25 - $126.24 $4.55M - $5.4M
HYGV
Flexshares Tr High Yield Value

ETFs
Q3 2021 Filed on Jan 12, 2022
115,892
$49.4 - $50.17 $5.73M - $5.81M
GWW
W.W. Grainger, Inc.

Industrials
Q3 2021 Filed on Jan 12, 2022
9,900
$393.06 - $461.23 $3.89M - $4.57M
DRQ
Dril Quip Inc

Energy
Q3 2021 Filed on Jan 12, 2022
162
$22.89 - $34.62 $3.71K - $5.61K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Sep 01, 2021
22
$187.49 - $221.1 $4.12K - $4.86K
AES
Aes Corp

Utilities
Q2 2021 Filed on Sep 01, 2021
150,515
$24.44 - $28.63 $3.68M - $4.31M
MRO
Marathon Oil Corp

Energy
Q2 2021 Filed on Sep 01, 2021
1,500
$10.11 - $14.07 $15.2K - $21.1K
PKI
Perkinelmer Inc

Healthcare
Q2 2021 Filed on Sep 01, 2021
268
$127.81 - $155.84 $34.3K - $41.8K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2021 Filed on Sep 01, 2021
40,075
$109.38 - $118.34 $4.38M - $4.74M
Cubic Corp
Q2 2021 Filed on Sep 01, 2021
57
N/A
TGT
Target Corp

Consumer Defensive
Q2 2021 Filed on Sep 01, 2021
157
$200.72 - $241.85 $31.5K - $38K
LUV
Southwest Airlines CO

Industrials
Q2 2021 Filed on Sep 01, 2021
1,000
$52.92 - $64.1 $52.9K - $64.1K
AKAM
Akamai Technologies Inc

Technology
Q2 2021 Filed on Sep 01, 2021
53
$102.49 - $119.08 $5.43K - $6.31K
PB
Prosperity Bancshares Inc

Financial Services
Q2 2021 Filed on Sep 01, 2021
75
$69.86 - $77.29 $5.24K - $5.8K
AMP
Ameriprise Financial Inc

Financial Services
Q2 2021 Filed on Sep 01, 2021
15,346
$235.41 - $265.65 $3.61M - $4.08M
Corelogic Inc
Q2 2021 Filed on Sep 01, 2021
149
N/A
VHT
Vanguard Health Care ETF

ETFs
Q2 2021 Filed on Sep 01, 2021
1
$227.95 - $247.57 $228 - $248
Track This Portfolio

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email