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
LANC
Lancaster Colony Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
28
$149.15 - $170.73 $4.18K - $4.78K
KEX
Kirby Corp

Industrials
Q1 2022 Filed on May 16, 2022
159
$59.88 - $74.9 $9.52K - $11.9K
PRU
Prudential Financial Inc

Financial Services
Q1 2022 Filed on May 16, 2022
108
$102.05 - $121.38 $11K - $13.1K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 16, 2022
90
$64.67 - $72.25 $5.82K - $6.5K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2022 Filed on May 16, 2022
395
$107.27 - $126.95 $42.4K - $50.1K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
75
$595.12 - $698.43 $44.6K - $52.4K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on May 16, 2022
200
$120.56 - $161.25 $24.1K - $32.3K
SMAR
Smartsheet Inc

Technology
Q1 2022 Filed on May 16, 2022
411
$43.2 - $76.43 $17.8K - $31.4K
IBM
International Business Machines Corp

Technology
Q1 2022 Filed on May 16, 2022
51
$121.35 - $138.22 $6.19K - $7.05K
IPAR
Inter Parfums Inc

Consumer Defensive
Q1 2022 Filed on May 16, 2022
178
$80.22 - $106.82 $14.3K - $19K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
Q1 2022 Filed on May 16, 2022
862
$75.69 - $82.57 $65.2K - $71.2K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q1 2022 Filed on May 16, 2022
191
$62.86 - $69.24 $12K - $13.2K
ICUI
Icu Medical Inc

Healthcare
Q1 2022 Filed on May 16, 2022
76
$203.51 - $247.46 $15.5K - $18.8K
HURN
Huron Consulting Group Inc.

Industrials
Q1 2022 Filed on May 16, 2022
164
$43.38 - $50.64 $7.11K - $8.3K
HLI
Houlihan Lokey, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
116
$87.8 - $119.53 $10.2K - $13.9K
HLNE
Hamilton Lane Inc

Financial Services
Q1 2022 Filed on May 16, 2022
76
$72.86 - $104.61 $5.54K - $7.95K
SONO
Sonos Inc

Technology
Q1 2022 Filed on May 16, 2022
300
$22.2 - $30.95 $6.66K - $9.29K
TER
Teradyne, Inc

Technology
Q1 2022 Filed on May 16, 2022
31,771
$105.57 - $166.38 $3.35M - $5.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on May 16, 2022
4
$230.48 - $266.11 $922 - $1.06K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
81
$149.1 - $164.08 $12.1K - $13.3K
QLYS
Qualys, Inc.

Technology
Q1 2022 Filed on May 16, 2022
119
$111.19 - $143.93 $13.2K - $17.1K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q1 2022 Filed on May 16, 2022
32
$31.91 - $38.34 $1.02K - $1.23K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
355
$11.89 - $18.94 $4.22K - $6.72K
SIGI
Selective Insurance Group Inc

Financial Services
Q1 2022 Filed on May 16, 2022
206
$75.95 - $91.21 $15.6K - $18.8K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2022 Filed on May 16, 2022
122,793
$44.22 - $52.9 $5.43M - $6.5M
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on May 16, 2022
24
$41.74 - $45.45 $1K - $1.09K
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
115
$184.09 - $232.19 $21.2K - $26.7K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 16, 2022
33
$121.42 - $128.17 $4.01K - $4.23K
JEF
Jefferies Financial Group Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
434
$29.93 - $41.43 $13K - $18K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Feb 17, 2022
43
$51.9 - $57.29 $2.23K - $2.46K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
7
$108.26 - $120.32 $758 - $842
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 17, 2022
89
$30.22 - $33.49 $2.69K - $2.98K
Raven Inds Inc
Q4 2021 Filed on Feb 17, 2022
176
N/A
DT
Dynatrace, Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
438
$56.46 - $78.76 $24.7K - $34.5K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
410
$64.2 - $142.68 $26.3K - $58.5K
DASH
Door Dash, Inc.

Communication Services
Q4 2021 Filed on Feb 17, 2022
163
$144.44 - $245.97 $23.5K - $40.1K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 17, 2022
7,167
$589.61 - $711.02 $4.23M - $5.1M
BEAM
Beam Therapeutics Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
279
$68.02 - $99.06 $19K - $27.6K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 17, 2022
15,000
$53.01 - $59.14 $795K - $887K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Feb 17, 2022
69,143
$115.32 - $124.74 $7.97M - $8.62M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 17, 2022
47
$79.7 - $107.73 $3.75K - $5.06K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 17, 2022
260
$70.31 - $87.0 $18.3K - $22.6K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Feb 17, 2022
140
$74.33 - $77.96 $10.4K - $10.9K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 17, 2022
5,818
$712.94 - $879.12 $4.15M - $5.11M
LBTYA
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 17, 2022
141,045
$26.4 - $29.99 $3.72M - $4.23M
EBS
Emergent Bio Solutions Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
103
$33.11 - $55.01 $3.41K - $5.67K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
19
$92.72 - $100.95 $1.76K - $1.92K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 17, 2022
48
$257.53 - $292.5 $12.4K - $14K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2021 Filed on Feb 17, 2022
299,437
$13.45 - $22.71 $4.03M - $6.8M
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