Joel Isaacson & Co., LLC Purchases and Sells in Q2 2025

Joel Isaacson & Co., LLC

$2.39 Billion
Q2 2025

Top Buys

Incresed Positions

185 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	7.74K + 1.63%	$243.75 - $303.93 $1.89M - $2.35M	481K $146M
VO	23.8K + 5.97%	$228.54 - $279.83 $5.44M - $6.66M	422K $118M
MSFT	2.69K + 2.74%	$354.56 - $497.45 $954K - $1.34M	101K $50.2M
SDY	86.7K + 3.39%	$121.58 - $136.74 $10.5M - $11.9M	2.64M $359M
VOOG	9.74K + 7.93%	$299.15 - $396.54 $2.91M - $3.86M	133K $52.6M
VXUS	130K + 50.4%	$55.54 - $69.09 $7.22M - $8.98M	388K $26.8M

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRAD	48.1K New	$20.32 - $28.08 $977K - $1.35M	48.1K $1.35M
KKR	4.57K New	$92.79 - $134.29 $424K - $613K	4.57K $607K
FNDX	23.3K New	$20.84 - $24.54 $485K - $572K	23.3K $571K
VTEB	10.8K New	$48.13 - $49.85 $518K - $536K	10.8K $527K
VIGI	5.22K New	$75.29 - $91.16 $393K - $476K	5.22K $470K
SHV	4.08K New	$110.06 - $110.46 $449K - $450K	4.08K $450K

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAC	-55.1K - 13.42%	$32.68 - $40.02 $1.8M - $2.2M	355K $13.3M
UNH	-737 - 11.27%	$274.35 - $599.47 $202K - $442K	5.8K $1.81M
WMG	-6.4K - 2.33%	$25.91 - $31.32 $166K - $200K	269K $7.32M
DIBS	-150K - 21.83%	$2.38 - $2.97 $357K - $446K	537K $1.48M
REGN	-225 - 6.82%	$483.07 - $625.6 $109K - $141K	3.07K $1.61M
JEPI	-7.27K - 21.7%	$51.14 - $57.0 $372K - $414K	26.2K $1.49M

Activity Summary All Purchases 225 New Holdings 40 Increased Positions 185 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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