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

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

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 9,787 shares of SHOP stock, worth $1.56 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,787

Previous 9,989 2.02%

Holding current value

$1.56 Million

Previous $1.15 Million 26.22%

% of portfolio

0.16%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$112.11 - $157.12 $22,646 - $31,738	-202 Reduced 2.02%	9,787 $1.45 Million
Q2 2025 Jul 18, 2025	SELL	$76.89 - $115.35 $63,818 - $95,740	-830 Reduced 7.67%	9,989 $1.15 Million
Q1 2025 Apr 21, 2025	BUY	$90.59 - $129.31 $100,464 - $143,404	1,109 Added 11.42%	10,819 $1.03 Million
Q4 2024 Jan 23, 2025	BUY	$78.14 - $119.49 $48,759 - $74,561	624 Added 6.87%	9,710 $1.03 Million
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

1,888

Shares Held

817M

Call Options Held

23.9M

Put Options Held

18.1M

View Full List

About SHOPIFY INC.

Ticker SHOP
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,190,109,952
Market Cap $189B
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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Institute For Wealth Management, Llc. Shopify Inc. Transaction History