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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,544 shares of NUMG stock, worth $368,417. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,544

Previous 4,439 92.48%

Holding current value

$368,417

Previous $210,000 74.29%

% of portfolio

0.05%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$41.78 - $50.35 $171,506 - $206,686	4,105 Added 92.48%	8,544 $366,000
Q4 2024 Jan 23, 2025	SELL	$44.28 - $51.47 $5,180 - $6,021	-117 Reduced 2.57%	4,439 $210,000
Q3 2024 Nov 12, 2024	BUY	$39.43 - $44.82 $179,643 - $204,199	4,556 New	4,556 $204,000
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

144

Shares Held

8.27M

Call Options Held

Put Options Held

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About NUVEEN ESG MID-CAP GROWTH ETF

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