Institute For Wealth Management, Llc. Nuveen Esg Mid Cap Growth ETF Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$40.49 - $44.69 $24,091 - $26,590	-595 Reduced 10.41%	5,121 $227,000
Q4 2023 Jan 31, 2024	SELL	$33.95 - $42.66 $19,657 - $24,700	-579 Reduced 9.2%	5,716 $241,000
Q3 2023 Oct 13, 2023	SELL	$36.1 - $40.81 $161,042 - $182,053	-4,461 Reduced 41.47%	6,295 $230,000
Q2 2023 Jul 25, 2023	SELL	$35.66 - $39.03 $29,954 - $32,785	-840 Reduced 7.24%	10,756 $419,000
Q1 2023 Apr 20, 2023	SELL	$34.99 - $40.17 $7,347 - $8,435	-210 Reduced 1.78%	11,596 $443,000
Q3 2022 Oct 18, 2022	SELL	$32.97 - $40.71 $3,297 - $4,071	-100 Reduced 0.84%	11,806 $389,000
Q2 2022 Jul 25, 2022	SELL	$32.84 - $44.35 $18,357 - $24,791	-559 Reduced 4.48%	11,906 $409,000
Q1 2022 Apr 29, 2022	BUY	$39.39 - $48.67 $107,574 - $132,917	2,731 Added 28.06%	12,465 $546,000
Q4 2021 Jan 21, 2022	BUY	$46.99 - $59.46 $19,970 - $25,270	425 Added 4.57%	9,734 $479,000
Q3 2021 Nov 15, 2021	BUY	$53.4 - $58.36 $236,188 - $258,126	4,423 Added 90.52%	9,309 $506,000
Q2 2021 Jul 21, 2021	BUY	$48.49 - $54.95 $39,082 - $44,289	806 Added 19.75%	4,886 $267,000
Q1 2021 May 04, 2021	BUY	$47.09 - $53.2 $192,127 - $217,056	4,080 New	4,080 $204,000

Others Institutions Holding NUMG

# of Institutions

129

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Tiaa, Fsb St. Louis, MO

1.37M
Shares

$60.9 Million
0.19% of portfolio
Wells Fargo & Company San Francisco, CA

899K
Shares

$39.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

856K
Shares

$38.1 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

728K
Shares

$32.4 Million
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

524K
Shares

$23.3 Million
0.01% of portfolio

About NUVEEN ESG MID-CAP GROWTH ETF

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