Heritage Wealth Advisors Nuveen Esg Mid Cap Value ETF Transaction History

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 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 27,046 shares of NUMV stock, worth $998,538. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,046
Previous 27,038 0.03%
Holding current value
$998,538
Previous $941,000 1.7%
% of portfolio
0.05%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
137
Shares Held
10.9M
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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