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
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Jul 27, 2022
19,016
$167.39 - $206.64 $3.18M - $3.93M
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jul 27, 2022
113,810
$28.71 - $36.3 $3.27M - $4.13M
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2022 Filed on Jul 27, 2022
94,143
$47.07 - $54.22 $4.43M - $5.1M
TDY
Teledyne Technologies Inc

Technology
Q2 2022 Filed on Jul 27, 2022
9,062
$350.35 - $488.63 $3.17M - $4.43M
AEP
American Electric Power CO Inc

Utilities
Q2 2022 Filed on Jul 27, 2022
44,272
$88.41 - $104.49 $3.91M - $4.63M
DOX
Amdocs LTD

Technology
Q2 2022 Filed on Jul 27, 2022
51,695
$76.97 - $87.1 $3.98M - $4.5M
HRB
H&R Block Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
159,010
$23.77 - $36.27 $3.78M - $5.77M
Crane CO
Q2 2022 Filed on Jul 27, 2022
26,185
N/A
CW
Curtiss Wright Corp

Industrials
Q2 2022 Filed on Jul 27, 2022
28,394
$125.45 - $157.99 $3.56M - $4.49M
FOX
Fox Corp Cl B (De)

Communication Services
Q2 2022 Filed on Jul 27, 2022
112,190
$29.21 - $36.48 $3.28M - $4.09M
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
21,518
$133.06 - $190.3 $2.86M - $4.09M
SEE
Sealed Air Corp

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
63,104
$56.24 - $69.13 $3.55M - $4.36M
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Jul 27, 2022
76,979
$85.56 - $102.18 $6.59M - $7.87M
KFRC
Kforce Inc

Industrials
Q1 2022 Filed on May 16, 2022
102
$66.52 - $75.95 $6.79K - $7.75K
LDI
Loan Depot, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
1,000
$3.57 - $5.22 $3.57K - $5.22K
LUMN
Lumen Technologies, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
4
$9.62 - $13.77 $38.5 - $55.1
NGG
National Grid PLC

Utilities
Q1 2022 Filed on May 16, 2022
58
$71.03 - $76.87 $4.12K - $4.46K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2022 Filed on May 16, 2022
71
$62.32 - $70.0 $4.42K - $4.97K
IEMG
Ishares Inc

ETFs
Q1 2022 Filed on May 16, 2022
108
$51.27 - $62.07 $5.54K - $6.7K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2022 Filed on May 16, 2022
25
$123.55 - $145.17 $3.09K - $3.63K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
65,457
$50.06 - $66.81 $3.28M - $4.37M
EPD
Enterprise Products Partners L.P.

Energy
Q1 2022 Filed on May 16, 2022
11,190
$22.64 - $26.07 $253K - $292K
EVRG
Evergy, Inc.

Utilities
Q1 2022 Filed on May 16, 2022
70
$60.2 - $68.34 $4.21K - $4.78K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q1 2022 Filed on May 16, 2022
1
$60.62 - $68.16 $60.6 - $68.2
FAN
First Tr Exchange Traded Fd Ii
Q1 2022 Filed on May 16, 2022
4
N/A
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on May 16, 2022
6,198
$16.35 - $19.09 $101K - $118K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on May 16, 2022
74
$82.56 - $95.4 $6.11K - $7.06K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2022 Filed on May 16, 2022
158
$93.09 - $107.63 $14.7K - $17K
SIGI
Selective Insurance Group Inc

Financial Services
Q1 2022 Filed on May 16, 2022
206
$75.95 - $91.21 $15.6K - $18.8K
SHLS
Shoals Technologies Group, Inc.

Technology
Q1 2022 Filed on May 16, 2022
100
$12.0 - $23.84 $1.2K - $2.38K
EXAS
Exact Sciences Corp

Healthcare
Q1 2022 Filed on May 16, 2022
100
$57.56 - $82.54 $5.76K - $8.25K
FUBO
Fubo Tv Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
500
$6.17 - $16.2 $3.09K - $8.1K
FUL
Fuller H B CO

Basic Materials
Q1 2022 Filed on May 16, 2022
106
$61.99 - $78.61 $6.57K - $8.33K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
16
$6.2 - $8.02 $99.2 - $128
LIT
Global X Fds Global X Lithium

ETFs
Q1 2022 Filed on May 16, 2022
808
$66.06 - $85.93 $53.4K - $69.4K
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2022 Filed on May 16, 2022
81
$262.77 - $360.0 $21.3K - $29.2K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2022 Filed on May 16, 2022
2
$67.88 - $85.29 $136 - $171
JTKWY
Just Eat Takeaway.Com N.V.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
671
$5.93 - $11.27 $3.98K - $7.56K
EVTC
Evertec, Inc.

Technology
Q1 2022 Filed on May 16, 2022
2
$37.56 - $50.34 $75.1 - $101
DOW
Dow Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
104
$56.62 - $64.7 $5.89K - $6.73K
SYNL
Synalloy Corp
Q1 2022 Filed on May 16, 2022
4
$15.71 - $19.09 $62.8 - $76.4
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
46
$219.86 - $253.39 $10.1K - $11.7K
WMB
Williams Companies, Inc.

Energy
Q1 2022 Filed on May 16, 2022
2,095
$26.5 - $33.88 $55.5K - $71K
XEL
Xcel Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
76
$64.83 - $72.32 $4.93K - $5.5K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2022 Filed on May 16, 2022
19,479
$169.72 - $232.87 $3.31M - $4.54M
BATT
Amplify Lithium & Battery Tech

ETFs
Q1 2022 Filed on May 16, 2022
886
$14.63 - $18.3 $13K - $16.2K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2022 Filed on May 16, 2022
17
N/A
CVLT
Commvault Systems Inc

Technology
Q1 2022 Filed on May 16, 2022
81
$59.8 - $69.71 $4.84K - $5.65K
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on May 16, 2022
50
$354.36 - $466.15 $17.7K - $23.3K
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