Joel Isaacson & Co., LLC Purchases and Sells in Q4 2024

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

Top Buys

Incresed Positions

200 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAC	359K + 553.57%	$41.75 - $55.1 $15M - $19.8M	424K $18.3M
GOOG	8.93K + 1.84%	$163.08 - $198.16 $1.46M - $1.77M	494K $94.1M
VTI	33.9K + 8.15%	$280.04 - $302.45 $9.51M - $10.3M	450K $130M
GOOGL	365 + 0.08%	$161.86 - $196.66 $59.1K - $71.8K	478K $90.4M
VIG	48K + 4.16%	N/A	1.2M $219M
AAPL	2.99K + 0.73%	$221.69 - $259.02 $663K - $774K	411K $103M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BHF	13.4K New	$43.95 - $52.91 $588K - $708K	13.4K $642K
IWV	1.89K New	$323.08 - $349.08 $611K - $660K	1.89K $631K
ARES	3.13K New	$153.38 - $183.7 $480K - $575K	3.13K $554K
COF	3.02K New	$145.19 - $192.01 $439K - $581K	3.02K $539K
EFT	41.2K New	$12.78 - $13.52 $526K - $556K	41.2K $527K
IWY	1.84K New	$216.72 - $244.71 $398K - $450K	1.84K $432K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EL	-17.3K - 37.31%	$62.74 - $97.24 $1.09M - $1.68M	29.1K $2.18M
DIBS	-182K - 20.98%	$3.4 - $4.66 $620K - $850K	687K $2.43M
REGN	-25 - 0.75%	$701.85 - $1046.91 $17.5K - $26.2K	3.3K $2.35M
XOM	-1.59K - 2.28%	$105.51 - $125.37 $168K - $200K	68.2K $7.34M
IJK	-581 - 0.12%	$90.66 - $99.46 $52.7K - $57.8K	484K $44M
EVT	-2.22K - 0.32%	$23.75 - $25.68 $52.7K - $57K	701K $16.8M

Activity Summary All Purchases 226 New Holdings 26 Increased Positions 200 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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