Institute For Wealth Management, Llc. Shopify Inc. Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Shopify Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,086 shares of SHOP stock, worth $985,740. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,086
Previous 8,385 8.36%
Holding current value
$985,740
Previous $553,000 31.65%
% of portfolio
0.09%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$52.26 - $80.75 $36,634 - $56,605
701 Added 8.36%
9,086 $728,000
Q2 2024

Jul 25, 2024
BUY
$56.97 - $78.19 $258,985 - $355,451
4,546 Added 118.42%
8,385 $553,000
Q1 2024

Apr 30, 2024
SELL
$71.82 - $90.72 $75,841 - $95,800
-1,056 Reduced 21.57%
3,839 $296,000
Q2 2023

Jul 25, 2023
SELL
$44.78 - $66.1 $49,750 - $73,437
-1,111 Reduced 18.5%
4,895 $316,000
Q1 2023

Apr 20, 2023
SELL
$35.68 - $53.63 $4,352 - $6,542
-122 Reduced 1.99%
6,006 $287,000
Q4 2022

Feb 02, 2023
SELL
$25.46 - $43.4 $146,395 - $249,550
-5,750 Reduced 48.41%
6,128 $212,000
Q3 2022

Oct 18, 2022
BUY
$26.77 - $41.93 $63,391 - $99,290
2,368 Added 24.9%
11,878 $320,000
Q2 2022

Jul 25, 2022
BUY
$30.35 - $72.73 $268,385 - $643,151
8,843 Added 1325.79%
9,510 $297,000
Q1 2022

Apr 29, 2022
BUY
$51.26 - $136.31 $34,190 - $90,918
667 New
667 $451,000
Q4 2021

Jan 21, 2022
SELL
$128.22 - $169.06 $89,497 - $118,003
-698 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$134.65 - $164.33 $2,962 - $3,615
22 Added 3.25%
698 $946,000
Q2 2021

Jul 21, 2021
BUY
$104.78 - $150.84 $7,544 - $10,860
72 Added 11.92%
676 $988,000
Q1 2021

May 04, 2021
BUY
$103.99 - $147.4 $1,975 - $2,800
19 Added 3.25%
604 $668,000
Q4 2020

Feb 01, 2021
SELL
$88.58 - $127.71 $10,629 - $15,325
-120 Reduced 17.02%
585 $662,000
Q3 2020

Nov 03, 2020
SELL
$87.08 - $113.43 $5,573 - $7,259
-64 Reduced 8.32%
705 $721,000
Q2 2020

Jul 30, 2020
BUY
$34.63 - $94.92 $138 - $379
4 Added 0.52%
769 $730,000
Q1 2020

Apr 29, 2020
SELL
$32.23 - $54.32 $3,577 - $6,029
-111 Reduced 12.67%
765 $319,000
Q4 2019

Feb 27, 2020
BUY
$28.58 - $40.88 $15,090 - $21,584
528 Added 151.72%
876 $348,000
Q4 2019

Jan 27, 2020
SELL
$28.58 - $40.88 $14,890 - $21,298
-521 Reduced 59.95%
348 $348,000
Q3 2019

Oct 28, 2019
BUY
$29.55 - $40.7 $354 - $488
12 Added 1.4%
869 $271,000
Q2 2019

Aug 02, 2019
BUY
$19.48 - $32.8 $16,694 - $28,109
857 New
857 $257,000

Others Institutions Holding SHOP

# of Institutions
1,410
Shares Held
778M
Call Options Held
31.8M
Put Options Held
24.1M
View Full List

About SHOPIFY INC.

SHOP Quotes by TradingView
  • Ticker SHOP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,190,109,952
  • Market Cap $129B
  • Description
  • Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company's platform enables merchants to displays, manages, markets, and sells its products through various sales channels, including web and mobile storefronts, physic...
More about SHOP
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