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
VHT
Vanguard Health Care ETF

ETFs
Q2 2021 Filed on Sep 01, 2021
1
$227.95 - $247.57 $228 - $248
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2021 Filed on Sep 01, 2021
134,325
$58.03 - $61.76 $7.79M - $8.3M
Corelogic Inc
Q2 2021 Filed on Sep 01, 2021
149
N/A
Cubic Corp
Q2 2021 Filed on Sep 01, 2021
57
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Sep 01, 2021
28,929
$159.9 - $177.87 $4.63M - $5.15M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Sep 01, 2021
22
$187.49 - $221.1 $4.12K - $4.86K
AVGO
Broadcom Inc.

Technology
Q2 2021 Filed on Sep 01, 2021
9,158
$422.38 - $488.48 $3.87M - $4.47M
AMP
Ameriprise Financial Inc

Financial Services
Q2 2021 Filed on Sep 01, 2021
15,346
$235.41 - $265.65 $3.61M - $4.08M
EMN
Eastman Chemical CO

Basic Materials
Q2 2021 Filed on Sep 01, 2021
29,223
$110.03 - $130.03 $3.22M - $3.8M
AES
Aes Corp

Utilities
Q2 2021 Filed on Sep 01, 2021
150,515
$24.44 - $28.63 $3.68M - $4.31M
PKI
Perkinelmer Inc

Healthcare
Q2 2021 Filed on Sep 01, 2021
268
$127.81 - $155.84 $34.3K - $41.8K
Nic Inc
Q2 2021 Filed on Sep 01, 2021
864
N/A
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Sep 01, 2021
34
$113.34 - $142.77 $3.85K - $4.85K
Flir Sys Inc
Q2 2021 Filed on Sep 01, 2021
99
N/A
Gold Tr
Q2 2021 Filed on Sep 01, 2021
42
N/A
New Oriental Ed & Technology
Q2 2021 Filed on Sep 01, 2021
1,770
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Jun 21, 2021
4
N/A
CASY
Caseys General Stores Inc

Consumer Cyclical
Q1 2021 Filed on Jun 21, 2021
56
$177.44 - $217.23 $9.94K - $12.2K
CPB
Campbell Soup CO

Consumer Defensive
Q1 2021 Filed on Jun 21, 2021
269
$45.43 - $52.71 $12.2K - $14.2K
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on Jun 21, 2021
19,819
$203.97 - $339.91 $4.04M - $6.74M
GPI
Group 1 Automotive Inc

Consumer Cyclical
Q1 2021 Filed on Jun 21, 2021
1,167
$124.44 - $173.71 $145K - $203K
FHN
First Horizon Corp

Financial Services
Q1 2021 Filed on Jun 21, 2021
435
$12.84 - $17.7 $5.59K - $7.7K
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on Jun 21, 2021
45
$131.48 - $172.13 $5.92K - $7.75K
PSA
Public Storage

Real Estate
Q1 2021 Filed on Jun 21, 2021
119
$213.82 - $247.99 $25.4K - $29.5K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
Q1 2021 Filed on Jun 21, 2021
1
$26.25 - $27.64 $26.3 - $27.6
AFL
Aflac Inc

Financial Services
Q1 2021 Filed on Jun 21, 2021
670
$43.19 - $52.14 $28.9K - $34.9K
POOL
Pool Corp

Industrials
Q1 2021 Filed on Jun 21, 2021
16
$314.43 - $390.99 $5.03K - $6.26K
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on Jun 21, 2021
31,184
$70.7 - $86.87 $2.2M - $2.71M
ES
Eversource Energy

Utilities
Q1 2021 Filed on Jun 21, 2021
60
$77.27 - $90.33 $4.64K - $5.42K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2021 Filed on Jun 21, 2021
45
$43.89 - $52.63 $1.98K - $2.37K
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