Joel Isaacson & Co., LLC Purchases and Sells in Q3 2024

Joel Isaacson & Co., LLC

$2.07 Billion
Q3 2024

Top Buys

Incresed Positions

145 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SDY	30.4K + 1.25%	$125.95 - $142.04 $3.83M - $4.32M	2.46M $350M
VTI	22.7K + 5.77%	$255.18 - $283.2 $5.79M - $6.43M	416K $118M
AAPL	14.1K + 3.59%	$207.23 - $234.82 $2.93M - $3.32M	408K $94.9M
VO	11.9K + 3.39%	$237.84 - $263.83 $2.84M - $3.15M	364K $96M
VYM	13.4K + 1.51%	$117.9 - $128.2 $1.57M - $1.71M	895K $115M
MSFT	22.1K + 30.18%	$395.15 - $467.56 $8.72M - $10.3M	95.2K $41M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CZR	17K New	$33.2 - $41.73 $564K - $709K	17K $709K
DAL	11.5K New	$37.32 - $51.8 $429K - $595K	11.5K $583K
CARS	26.7K New	$16.62 - $20.62 $445K - $551K	26.7K $448K
ICLN	22.9K New	$13.26 - $14.77 $304K - $339K	22.9K $336K
CEG	1.16K New	$167.08 - $262.86 $193K - $304K	1.16K $300K
HOOD	12.7K New	$16.42 - $24.63 $209K - $313K	12.7K $298K

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BAC	-15.8K - 14.28%	$36.65 - $44.13 $578K - $696K	94.7K $3.76M
ACRE	-81.6K - 79.65%	$6.53 - $7.92 $533K - $646K	20.8K $145K
COIN	-813 - 10.85%	$147.09 - $265.15 $120K - $216K	6.68K $1.19M
LLY	-410 - 7.82%	$772.14 - $960.02 $317K - $394K	4.83K $4.28M
KLAC	-500 - 48.92%	$696.17 - $892.35 $348K - $446K	522 $404K
INTC	-267 - 0.63%	$18.9 - $34.87 $5.05K - $9.31K	42.3K $992K

Activity Summary All Purchases 176 New Holdings 31 Increased Positions 145 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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