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
Raven Inds Inc
Q4 2021 Filed on Feb 17, 2022
176
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 17, 2022
260
$70.31 - $87.0 $18.3K - $22.6K
NFLX
Netflix Inc

Communication Services
Q3 2021 Filed on Jan 12, 2022
7,400
$510.72 - $610.34 $3.78M - $4.52M
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Jan 12, 2022
90,100
$49.5 - $54.84 $4.46M - $4.94M
UHT
Universal Health Realty Income Trust

Real Estate
Q3 2021 Filed on Jan 12, 2022
93
$55.27 - $62.49 $5.14K - $5.81K
RTX
Raytheon Technologies Corp

Industrials
Q3 2021 Filed on Jan 12, 2022
406
$81.05 - $88.62 $32.9K - $36K
BKEP
Blueknight Energy Partners, L.P.

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

Financial Services
Q3 2021 Filed on Jan 12, 2022
100
$158.72 - $176.77 $15.9K - $17.7K
Slack Technologies Inc
Q3 2021 Filed on Jan 12, 2022
100
N/A
PSX
Phillips 66

Energy
Q3 2021 Filed on Jan 12, 2022
100
$64.27 - $87.9 $6.43K - $8.79K
ALLE
Allegion PLC

Industrials
Q3 2021 Filed on Jan 12, 2022
21,378
$132.18 - $148.13 $2.83M - $3.17M
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Jan 12, 2022
1,089
N/A
ADP
Automatic Data Processing Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
236
$197.05 - $216.72 $46.5K - $51.1K
MOS
Mosaic CO

Basic Materials
Q3 2021 Filed on Jan 12, 2022
10,000
$28.79 - $36.84 $288K - $368K
DRQ
Dril Quip Inc

Energy
Q3 2021 Filed on Jan 12, 2022
162
$22.89 - $34.62 $3.71K - $5.61K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Jan 12, 2022
365
$65.97 - $92.48 $24.1K - $33.8K
FIW
First Trust Water ETF

ETFs
Q3 2021 Filed on Jan 12, 2022
121
$82.97 - $91.91 $10K - $11.1K
INTU
Intuit Inc

Technology
Q3 2021 Filed on Jan 12, 2022
10,941
$491.05 - $577.92 $5.37M - $6.32M
GWW
W.W. Grainger, Inc.

Industrials
Q3 2021 Filed on Jan 12, 2022
9,900
$393.06 - $461.23 $3.89M - $4.57M
FLT
Fleetcor Technologies Inc

Technology
Q3 2021 Filed on Jan 12, 2022
61
$245.6 - $270.32 $15K - $16.5K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2021 Filed on Jan 12, 2022
396
$38.55 - $39.48 $15.3K - $15.6K
Gores Holdings Vi Inc
Q3 2021 Filed on Jan 12, 2022
100
N/A
FMC
Fmc Corp

Basic Materials
Q3 2021 Filed on Jan 12, 2022
191
$87.77 - $108.77 $16.8K - $20.8K
VRSN
Verisign Inc

Technology
Q3 2021 Filed on Jan 12, 2022
19,957
$205.01 - $233.53 $4.09M - $4.66M
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
UPWK
Upwork, Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
518
$40.38 - $60.7 $20.9K - $31.4K
SNA
Snap On Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
165
$208.95 - $231.63 $34.5K - $38.2K
ROP
Roper Technologies Inc

Industrials
Q3 2021 Filed on Jan 12, 2022
9,085
$446.13 - $496.63 $4.05M - $4.51M
EXLS
Exl Service Holdings, Inc.

Technology
Q3 2021 Filed on Jan 12, 2022
42,795
$106.25 - $126.24 $4.55M - $5.4M
RDIV
Invesco Exchange Traded Fd Tr

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

Industrials
Q3 2021 Filed on Jan 12, 2022
43,078
$106.73 - $118.19 $4.6M - $5.09M
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q3 2021 Filed on Jan 12, 2022
1
$77.73 - $84.08 $77.7 - $84.1
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
EMR
Emerson Electric CO

Industrials
Q3 2021 Filed on Jan 12, 2022
361
$93.71 - $105.7 $33.8K - $38.2K
LUV
Southwest Airlines CO

Industrials
Q2 2021 Filed on Sep 01, 2021
1,000
$52.92 - $64.1 $52.9K - $64.1K
CHIQ
Global X Msci China Consumer D

ETFs
Q2 2021 Filed on Sep 01, 2021
141,745
$30.28 - $35.7 $4.29M - $5.06M
Grubhub Inc
Q2 2021 Filed on Sep 01, 2021
200
N/A
VOX
Vanguard Communication Service

ETFs
Q2 2021 Filed on Sep 01, 2021
53,179
$131.85 - $144.89 $7.01M - $7.71M
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2021 Filed on Sep 01, 2021
96,321
$100.1 - $100.14 $9.64M - $9.65M
MRO
Marathon Oil Corp

Energy
Q2 2021 Filed on Sep 01, 2021
1,500
$10.11 - $14.07 $15.2K - $21.1K
PIN
Invesco India ETF Trust India
Q2 2021 Filed on Sep 01, 2021
222,775
N/A
TGT
Target Corp

Consumer Defensive
Q2 2021 Filed on Sep 01, 2021
157
$200.72 - $241.85 $31.5K - $38K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2021 Filed on Sep 01, 2021
40,075
$109.38 - $118.34 $4.38M - $4.74M
AKAM
Akamai Technologies Inc

Technology
Q2 2021 Filed on Sep 01, 2021
53
$102.49 - $119.08 $5.43K - $6.31K
DHR
Danaher Corp

Healthcare
Q2 2021 Filed on Sep 01, 2021
186
$225.08 - $271.69 $41.9K - $50.5K
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