Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

  • $255 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MMI
Marcus & Millichap, Inc.

Real Estate
Q1 2022 Filed on May 16, 2022
100,924
$44.14 - $52.68 $4.45M - $5.32M
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 16, 2022
165
$143.98 - $202.66 $23.8K - $33.4K
EFV
Msci Eafe Value ETF

ETFs
Q1 2022 Filed on May 16, 2022
6
$45.64 - $53.35 $274 - $320
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on May 16, 2022
6
$66.84 - $79.66 $401 - $478
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
1
$46.47 - $53.72 $46.5 - $53.7
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
206
$58.27 - $118.99 $12K - $24.5K
NSIT
Insight Enterprises Inc

Technology
Q1 2022 Filed on May 16, 2022
80
$91.39 - $110.05 $7.31K - $8.8K
THRM
Gentherm Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
427
$63.62 - $98.58 $27.2K - $42.1K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
260
$64.28 - $91.3 $16.7K - $23.7K
FIVA
Fidelity Covington Tr

ETFs
Q1 2022 Filed on May 16, 2022
4
$21.72 - $25.43 $86.9 - $102
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 16, 2022
63,160
$39.56 - $47.63 $2.5M - $3.01M
CRVL
Corvel Corp

Financial Services
Q1 2022 Filed on May 16, 2022
37
$150.01 - $209.84 $5.55K - $7.76K
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on May 16, 2022
222
$145.63 - $177.15 $32.3K - $39.3K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
643
$39.83 - $65.74 $25.6K - $42.3K
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2022 Filed on May 16, 2022
81
$262.77 - $360.0 $21.3K - $29.2K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 16, 2022
285
$97.11 - $118.28 $27.7K - $33.7K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2022 Filed on May 16, 2022
467
$52.93 - $56.26 $24.7K - $26.3K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2022 Filed on May 16, 2022
71
$62.32 - $70.0 $4.42K - $4.97K
NRC
National Research Corp

Healthcare
Q1 2022 Filed on May 16, 2022
187
$36.33 - $42.25 $6.79K - $7.9K
NGG
National Grid PLC

Utilities
Q1 2022 Filed on May 16, 2022
58
$71.03 - $76.87 $4.12K - $4.46K
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
1
$72.49 - $97.74 $72.5 - $97.7
LUMN
Lumen Technologies, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
4
$9.62 - $13.77 $38.5 - $55.1
LDI
Loan Depot, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
1,000
$3.57 - $5.22 $3.57K - $5.22K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on May 16, 2022
6,198
$16.35 - $19.09 $101K - $118K
KFRC
Kforce Inc

Industrials
Q1 2022 Filed on May 16, 2022
102
$66.52 - $75.95 $6.79K - $7.75K
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
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
ASTR
Astra Space, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
5,000
$3.07 - $6.75 $15.4K - $33.8K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on May 16, 2022
296
$49.63 - $63.66 $14.7K - $18.8K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2022 Filed on May 16, 2022
51,961
$74.28 - $92.69 $3.86M - $4.82M
SHLS
Shoals Technologies Group, Inc.

Technology
Q1 2022 Filed on May 16, 2022
100
$12.0 - $23.84 $1.2K - $2.38K
SYNL
Synalloy Corp
Q1 2022 Filed on May 16, 2022
4
$15.71 - $19.09 $62.8 - $76.4
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
16
$6.2 - $8.02 $99.2 - $128
FUL
Fuller H B CO

Basic Materials
Q1 2022 Filed on May 16, 2022
106
$61.99 - $78.61 $6.57K - $8.33K
FUBO
Fubo Tv Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
500
$6.17 - $16.2 $3.09K - $8.1K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 16, 2022
2
$99.96 - $115.1 $200 - $230
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on May 16, 2022
3
$254.37 - $323.09 $763 - $969
EXAS
Exact Sciences Corp

Healthcare
Q1 2022 Filed on May 16, 2022
100
$57.56 - $82.54 $5.76K - $8.25K
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
CVLT
Commvault Systems Inc

Technology
Q1 2022 Filed on May 16, 2022
81
$59.8 - $69.71 $4.84K - $5.65K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2022 Filed on May 16, 2022
17
N/A
BATT
Amplify Lithium & Battery Tech

ETFs
Q1 2022 Filed on May 16, 2022
886
$14.63 - $18.3 $13K - $16.2K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2022 Filed on May 16, 2022
19,479
$169.72 - $232.87 $3.31M - $4.54M
XEL
Xcel Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
76
$64.83 - $72.32 $4.93K - $5.5K
WMB
Williams Companies, Inc.

Energy
Q1 2022 Filed on May 16, 2022
2,095
$26.5 - $33.88 $55.5K - $71K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
46
$219.86 - $253.39 $10.1K - $11.7K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on May 16, 2022
74
$82.56 - $95.4 $6.11K - $7.06K
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