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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,980 shares of NUMV stock, worth $114,372. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,980
Holding current value
$114,372
% of portfolio
0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$30.28 - $36.05 $90,234 - $107,428
2,980 New
2,980 $107,000
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.84 $91,256 - $102,967
2,795 New
2,795 $102,000
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
$28.38 - $34.85 $40,583 - $49,835
1,430 Added 7.15%
21,433 $608,000
Q2 2022

Aug 11, 2022
BUY
$29.7 - $36.67 $5,108 - $6,307
172 Added 0.87%
20,003 $613,000
Q1 2022

May 20, 2022
BUY
$34.17 - $37.54 $87,953 - $96,627
2,574 Added 14.92%
19,831 $714,000
Q4 2021

Feb 17, 2022
SELL
$35.11 - $39.58 $311,882 - $351,589
-8,883 Reduced 33.98%
17,257 $638,000
Q3 2021

Nov 23, 2021
SELL
$34.96 - $37.85 $10.7 Million - $11.5 Million
-304,933 Reduced 92.1%
26,140 $949,000
Q3 2021

Nov 16, 2021
BUY
$34.96 - $37.85 $10.7 Million - $11.6 Million
305,808 Added 1210.4%
331,073 $949,000
Q2 2021

Aug 24, 2021
SELL
$34.77 - $37.5 $33,726 - $36,375
-970 Reduced 3.7%
25,265 $916,000
Q1 2021

May 17, 2021
BUY
$29.56 - $34.97 $267,961 - $317,003
9,065 Added 52.8%
26,235 $903,000
Q4 2020

Feb 18, 2021
SELL
$25.37 - $30.28 $19,915 - $23,769
-785 Reduced 4.37%
17,170 $516,000
Q3 2020

Nov 17, 2020
SELL
$23.28 - $26.62 $443,414 - $507,031
-19,047 Reduced 51.48%
17,955 $458,000
Q2 2020

Aug 14, 2020
BUY
$18.58 - $26.66 $97,470 - $139,858
5,246 Added 16.52%
37,002 $888,000
Q1 2020

May 18, 2020
BUY
$17.3 - $30.6 $383,783 - $678,830
22,184 Added 231.76%
31,756 $641,000
Q4 2019

Feb 14, 2020
BUY
$28.03 - $30.92 $268,303 - $295,966
9,572 New
9,572 $289,000
Q3 2019

Nov 18, 2019
SELL
$28.75 - $29.26 $257,456 - $262,023
-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
140
Shares Held
11M
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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