Ep Wealth Advisors, LLC Nuveen Esg Mid Cap Value ETF Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2024
BUY
$26.41 - $31.72 $202,881 - $243,673
7,682 Added 128.89%
13,642 $430,000
Q3 2023

Nov 22, 2023
BUY
$28.28 - $30.84 $168,548 - $183,806
5,960 New
5,960 $169,000
Q1 2023

Jun 05, 2023
SELL
$26.97 - $32.94 $308,348 - $376,603
-11,433 Reduced 53.34%
10,000 $287,000
Q3 2022

Dec 02, 2022
BUY
N/A
1,430 Added 7.15%
21,433 $608,000
Q2 2022

Aug 11, 2022
BUY
N/A
172 Added 0.87%
20,003 $613,000
Q1 2022

May 20, 2022
BUY
N/A
2,574 Added 14.92%
19,831 $714,000
Q4 2021

Feb 17, 2022
SELL
N/A
-8,883 Reduced 33.98%
17,257 $638,000
Q3 2021

Nov 23, 2021
SELL
N/A
-304,933 Reduced 92.1%
26,140 $949,000
Q3 2021

Nov 16, 2021
BUY
N/A
305,808 Added 1210.4%
331,073 $949,000
Q2 2021

Aug 24, 2021
SELL
N/A
-970 Reduced 3.7%
25,265 $916,000
Q1 2021

May 17, 2021
BUY
N/A
9,065 Added 52.8%
26,235 $903,000
Q4 2020

Feb 18, 2021
SELL
N/A
-785 Reduced 4.37%
17,170 $516,000
Q3 2020

Nov 17, 2020
SELL
N/A
-19,047 Reduced 51.48%
17,955 $458,000
Q2 2020

Aug 14, 2020
BUY
N/A
5,246 Added 16.52%
37,002 $888,000
Q1 2020

May 18, 2020
BUY
N/A
22,184 Added 231.76%
31,756 $641,000
Q4 2019

Feb 14, 2020
BUY
N/A
9,572 New
9,572 $289,000
Q3 2019

Nov 18, 2019
SELL
N/A
-8,955 Closed
0 $0
Q2 2019

Aug 27, 2019
BUY
N/A
8,955 New
8,955 $255,000

Others Institutions Holding NUMV

# of Institutions
124
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG MID-CAP VALUE ETF

NUMV Quotes by TradingView
  • Ticker NUMV
  • Sector ETFs
  • Industry ETFs
More about NUMV
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