Balanced Rock Investment Advisor Nuveen Esg Large Cap Value ETF Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 58,985 shares of NULV stock, worth $2.63 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

58,985

Previous 56,727 3.98%

Holding current value

$2.63 Million

Previous $2.38 Billion 8.72%

% of portfolio

1.89%

Previous 1.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$41.5 - $43.83 $93,707 - $98,968	2,258 Added 3.98%	58,985 $2.59 Billion
Q2 2025 Aug 14, 2025	BUY	$36.02 - $41.92 $359,695 - $418,613	9,986 Added 21.36%	56,727 $2.38 Billion
Q1 2025 May 12, 2025	SELL	$38.89 - $41.6 $19,328 - $20,675	-497 Reduced 1.05%	46,741 $1.89 Billion
Q4 2024 Feb 13, 2025	BUY	$38.96 - $43.28 $93,932 - $104,348	2,411 Added 5.38%	47,238 $1.86 Billion
Q3 2024 Nov 13, 2024	SELL	$37.61 - $41.72 $6,168 - $6,842	-164 Reduced 0.36%	44,827 $1.87 Billion

Q2 2024 Jul 31, 2024	BUY	$36.61 - $38.62 $9,006 - $9,500	246 Added 0.55%	44,991 $1.7 Billion
Q1 2024 May 13, 2024	SELL	$35.41 - $38.86 $1.42 Million - $1.56 Million	-40,125 Reduced 47.28%	44,745 $1.74 Billion
Q4 2023 Feb 13, 2024	BUY	$32.04 - $36.15 $2.72 Million - $3.07 Million	84,870 New	84,870 $3.05 Billion

Others Institutions Holding NULV

# of Institutions

291

Shares Held

41.3M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Account

Balanced Rock Investment Advisor Nuveen Esg Large Cap Value ETF Transaction History