Joel Isaacson & Co., LLC Global X Fds Cybersecurity ETF Transaction History

Joel Isaacson & Co., LLC

$2.17 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	SELL	$27.33 - $31.1 $2,049 - $2,332	-75 Reduced 0.65%	11,448 $354,000
Q1 2024 Apr 29, 2024	BUY	$27.71 - $31.64 $319,302 - $364,587	11,523 New	11,523 $342,000

Others Institutions Holding BUG

# of Institutions

196

Shares Held

9.29M

Call Options Held

30.5K

Put Options Held

25.5K

Moss Adams Wealth Advisors LLC Seattle, WA

1.4M
Shares

$46.8 Million
4.77% of portfolio
Morgan Stanley New York, NY

848K
Shares

$28.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

560K
Shares

$18.8 Million
0.01% of portfolio
Mirae Asset Global Investments Co., Ltd.

395K
Shares

$13.2 Million
0.03% of portfolio
Edmond De Rothschild Holding S.A. Chambesy, V8

378K
Shares

$12.7 Million
0.21% of portfolio

About GLOBAL X FDS CYBERSECURITY ETF

Ticker BUG
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