Institute For Wealth Management, Llc. Nuveen Esg Large Cap Value ETF Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,426 shares of NULV stock, worth $214,869. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,426

Previous 5,426 -0.0%

Holding current value

$214,869

Previous $205,000 10.24%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$36.61 - $38.62 $262,090 - $276,480	-7,159 Reduced 56.89%	5,426 $205,000
Q1 2024 Apr 30, 2024	SELL	$35.41 - $38.86 $23,689 - $25,997	-669 Reduced 5.05%	12,585 $489,000
Q4 2023 Jan 31, 2024	SELL	$32.04 - $36.15 $128,544 - $145,033	-4,012 Reduced 23.24%	13,254 $475,000
Q3 2023 Oct 13, 2023	SELL	$33.59 - $35.96 $18,877 - $20,209	-562 Reduced 3.15%	17,266 $579,000
Q2 2023 Jul 25, 2023	SELL	$32.78 - $34.65 $43,007 - $45,460	-1,312 Reduced 6.85%	17,828 $617,000
Q1 2023 Apr 20, 2023	BUY	$32.38 - $35.79 $2,396 - $2,648	74 Added 0.39%	19,140 $652,000
Q3 2022 Oct 18, 2022	SELL	$30.87 - $36.66 $10,958 - $13,014	-355 Reduced 1.83%	19,066 $589,000
Q1 2022 Apr 29, 2022	BUY	$35.91 - $39.31 $167,520 - $183,381	4,665 Added 31.61%	19,421 $739,000
Q4 2021 Jan 21, 2022	BUY	$37.28 - $39.88 $192,924 - $206,379	5,175 Added 54.01%	14,756 $574,000
Q3 2021 Nov 15, 2021	BUY	$37.12 - $39.19 $355,646 - $375,479	9,581 New	9,581 $359,000

Others Institutions Holding NULV

# of Institutions

257

Shares Held

41.6M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
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Institute For Wealth Management, Llc. Nuveen Esg Large Cap Value ETF Transaction History