Heritage Wealth Advisors Nuveen Esg Mid Cap Value ETF Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 25,648 shares of NUMV stock, worth $984,370. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,648

Previous 27,046 5.17%

Holding current value

$984,370

Previous $925,000 0.11%

% of portfolio

0.05%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$30.28 - $36.05 $42,331 - $50,397	-1,398 Reduced 5.17%	25,648 $924,000
Q1 2025 May 08, 2025	BUY	$33.28 - $36.41 $266 - $291	8 Added 0.03%	27,046 $925,000
Q4 2024 Feb 11, 2025	SELL	$34.46 - $38.29 $5,100 - $5,666	-148 Reduced 0.54%	27,038 $941,000
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.84 $3,983 - $4,494	122 Added 0.45%	27,186 $1 Million
Q2 2024 Dec 12, 2024	BUY	$32.02 - $34.08 $960 - $1,022	30 Added 0.11%	27,064 $893,000
Q2 2024 Aug 05, 2024	BUY	$32.02 - $34.08 $960 - $1,022	30 Added 0.11%	27,064 $893,000
Q1 2024 Dec 12, 2024	BUY	$30.4 - $34.2 $35,568 - $40,014	1,170 Added 4.52%	27,034 $924,000
Q1 2024 May 08, 2024	BUY	$30.4 - $34.2 $35,568 - $40,014	1,170 Added 4.52%	27,034 $924,000
Q4 2023 Dec 12, 2024	BUY	$26.41 - $31.72 $27,175 - $32,639	1,029 Added 4.14%	25,864 $815,000
Q4 2023 Feb 09, 2024	BUY	$26.41 - $31.72 $27,175 - $32,639	1,029 Added 4.14%	25,864 $815,000
Q3 2023 Dec 12, 2024	BUY	$28.28 - $30.84 $166,031 - $181,061	5,871 Added 30.96%	24,835 $706,000
Q3 2023 Nov 08, 2023	BUY	$28.28 - $30.84 $166,031 - $181,061	5,871 Added 30.96%	24,835 $706,000
Q2 2023 Dec 12, 2024	SELL	$27.52 - $29.63 $226,269 - $243,617	-8,222 Reduced 30.24%	18,964 $561,000
Q2 2023 Aug 09, 2023	BUY	$27.52 - $29.63 $234,800 - $252,803	8,532 Added 81.79%	18,964 $561,000
Q1 2023 May 04, 2023	SELL	$26.97 - $32.94 $1,348 - $1,647	-50 Reduced 0.48%	10,432 $299,000
Q4 2022 Dec 12, 2024	BUY	$28.44 - $33.1 $540 - $628	19 Added 0.18%	10,482 $311,000
Q4 2022 Feb 06, 2023	BUY	$28.44 - $33.1 $540 - $628	19 Added 0.18%	10,482 $311,000
Q3 2022 Dec 12, 2024	SELL	$28.38 - $34.85 $474,598 - $582,796	-16,723 Reduced 61.51%	10,463 $296,000
Q3 2022 Nov 10, 2022	BUY	$28.38 - $34.85 $138,040 - $169,510	4,864 Added 86.87%	10,463 $297,000
Q2 2022 Aug 04, 2022	BUY	$29.7 - $36.67 $93,881 - $115,913	3,161 Added 129.66%	5,599 $171,000
Q1 2022 May 11, 2022	BUY	$34.17 - $37.54 $72,577 - $79,734	2,124 Added 676.43%	2,438 $88,000
Q4 2021 Feb 02, 2022	BUY	$35.11 - $39.58 $3,791 - $4,274	108 Added 52.43%	314 $0
Q3 2021 Nov 02, 2021	BUY	$34.96 - $37.85 $7,201 - $7,797	206 New	206 $0

Others Institutions Holding NUMV

# of Institutions

141

Shares Held

11M

Call Options Held

Put Options Held

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About NUVEEN ESG MID-CAP VALUE ETF

Ticker NUMV
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Heritage Wealth Advisors Nuveen Esg Mid Cap Value ETF Transaction History