Balanced Rock Investment Advisor Nuveen Esg Large Cap Value ETF Transaction History

Balanced Rock Investment Advisor

$127 Billion
Q2 2025

A detailed history of Balanced Rock Investment Advisor transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 56,727 shares of NULV stock, worth $2.45 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

56,727

Previous 46,741 21.36%

Holding current value

$2.45 Million

Previous $1.89 Billion 25.64%

% of portfolio

1.87%

Previous 1.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$36.02 - $41.92 $359,695 - $418,613	9,986 Added 21.36%	56,727 $2.38 Billion
Q1 2025 May 12, 2025	SELL	$38.89 - $41.6 $19,328 - $20,675	-497 Reduced 1.05%	46,741 $1.89 Billion
Q4 2024 Feb 13, 2025	BUY	$38.96 - $43.28 $93,932 - $104,348	2,411 Added 5.38%	47,238 $1.86 Billion
Q3 2024 Nov 13, 2024	SELL	$37.61 - $41.72 $6,168 - $6,842	-164 Reduced 0.36%	44,827 $1.87 Billion
Q2 2024 Jul 31, 2024	BUY	$36.61 - $38.62 $9,006 - $9,500	246 Added 0.55%	44,991 $1.7 Billion
Q1 2024 May 13, 2024	SELL	$35.41 - $38.86 $1.42 Million - $1.56 Million	-40,125 Reduced 47.28%	44,745 $1.74 Billion
Q4 2023 Feb 13, 2024	BUY	$32.04 - $36.15 $2.72 Million - $3.07 Million	84,870 New	84,870 $3.05 Billion

Others Institutions Holding NULV

# of Institutions

279

Shares Held

41.1M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

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Balanced Rock Investment Advisor Nuveen Esg Large Cap Value ETF Transaction History