Willow Creek Wealth Management Inc. Invesco ETF Tr Invesco Msci Su Transaction History

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Invesco ETF Tr Invesco Msci Su stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 4,241 shares of ERTH stock, worth $201,786. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,241
Holding current value
$201,786
% of portfolio
0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$42.52 - $47.65 $180,327 - $202,083
4,241 New
4,241 $202,000
Q2 2022

Aug 16, 2022
BUY
$49.81 - $63.47 $99 - $126
2 Added 0.05%
4,161 $223,000
Q1 2022

May 02, 2022
SELL
$56.23 - $67.38 $28,115 - $33,690
-500 Reduced 10.73%
4,159 $256,000
Q3 2021

Nov 15, 2021
SELL
$63.2 - $69.06 $59,976 - $65,537
-949 Reduced 16.92%
4,659 $295,000
Q2 2021

Nov 16, 2021
BUY
$66.29 - $77.63 $2,983 - $3,493
45 Added 0.81%
5,608 $388,000
Q1 2021

May 17, 2021
BUY
$72.05 - $82.78 $14,410 - $16,556
200 Added 3.73%
5,563 $420,000
Q4 2020

Feb 23, 2021
SELL
$58.36 - $75.13 $22,935 - $29,526
-393 Reduced 6.83%
5,363 $403,000
Q2 2020

Aug 11, 2020
BUY
$35.2 - $51.35 $35 - $51
1 Added 0.02%
5,756 $283,000
Q1 2020

May 07, 2020
SELL
$33.49 - $52.91 $7,602 - $12,010
-227 Reduced 3.79%
5,755 $217,000
Q4 2019

Feb 03, 2020
SELL
$42.83 - $50.13 $138,683 - $162,320
-3,238 Reduced 35.12%
5,982 $299,000
Q3 2019

Oct 15, 2019
BUY
$43.69 - $45.42 $2,708 - $2,816
62 Added 0.68%
9,220 $411,000
Q2 2019

Jul 22, 2019
SELL
N/A
-112 Reduced 1.21%
9,158 $418,000
Q3 2018

Oct 16, 2018
SELL
N/A
-85 Reduced 0.91%
9,270 $404,000
Q2 2018

Jul 17, 2018
BUY
N/A
9,355 New
9,355 $394,000

Others Institutions Holding ERTH

# of Institutions
96
Shares Held
717K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR INVESCO MSCI SU

ERTH Quotes by TradingView
  • Ticker ERTH
  • Sector ETFs
  • Industry ETFs
More about ERTH
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