Joel Isaacson & Co., LLC Purchases in Q4 2024

Joel Isaacson & Co., LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
420
+ 3.68%
$370.24 - $418.94 $156K - $176K
11.8K $4.75M
MUB
Ishares National Muni Bond ETF

ETFs
4.89K
+ 14.52%
$105.78 - $108.7 $517K - $532K
38.6K $4.11M
SUB
Ishares Short Term National Mu

ETFs
4.4K
+ 19.99%
$104.94 - $106.2 $462K - $467K
26.4K $2.79M
MET
Metlife Inc

Financial Services
5.43K
+ 108.4%
$78.15 - $88.25 $425K - $479K
10.4K $855K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.84K
New
$216.72 - $244.71 $398K - $450K
1.84K $432K
VMEO
Vimeo, Inc.

Technology
49.7K
+ 61.97%
$4.68 - $7.32 $232K - $364K
130K $830K
VTV
Vanguard Value ETF

ETFs
2.81K
+ 26.15%
$168.32 - $181.87 $473K - $511K
13.6K $2.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
17
+ 0.09%
$316.94 - $357.88 $5.39K - $6.08K
18.7K $6.43M
LLY
Eli Lilly & CO

Healthcare
1.2K
+ 24.76%
$727.2 - $932.06 $870K - $1.11M
6.03K $4.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.35K
+ 11.06%
$94.43 - $105.47 $222K - $248K
23.6K $2.4M
VHT
Vanguard Health Care ETF

ETFs
1.39K
New
$250.81 - $283.3 $349K - $394K
1.39K $353K
V
Visa Inc.

Financial Services
58
+ 0.77%
$273.87 - $320.91 $15.9K - $18.6K
7.62K $2.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.5K
New
$25.93 - $105.3 $298K - $1.21M
11.5K $319K
GBDC
Golub Capital Bdc, Inc.

Financial Services
20.8K
New
$14.69 - $15.67 $305K - $326K
20.8K $314K
WMT
Walmart Inc.

Consumer Defensive
340
+ 1.16%
$79.1 - $95.7 $26.9K - $32.5K
29.7K $2.68M
SHW
Sherwin Williams CO

Basic Materials
897
New
$338.75 - $399.71 $304K - $359K
897 $304K
DOCS
Doximity, Inc.

Healthcare
5K
New
$41.25 - $61.25 $206K - $306K
5K $266K
FDX
Fedex Corp

Industrials
901
+ 53.13%
$260.5 - $305.15 $235K - $275K
2.6K $730K
ACN
Accenture PLC

Technology
718
+ 53.7%
$343.9 - $376.86 $247K - $271K
2.06K $722K
XLU
Utilities Sector Spdr

ETFs
3.27K
New
$74.89 - $82.93 $245K - $271K
3.27K $247K
TXN
Texas Instruments Inc

Technology
1.25K
+ 40.3%
N/A
4.35K $845K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.88K
+ 6.57%
$61.68 - $67.87 $239K - $263K
62.9K $3.92M
MSTR
Microstrategy Inc

Technology
807
New
$162.69 - $473.83 $131K - $382K
807 $233K
IOO
Ishares Tr Global 100 ETF

ETFs
2.27K
New
$97.46 - $103.45 $222K - $235K
2.27K $229K
ABT
Abbott Laboratories

Healthcare
1.96K
+ 95.6%
$111.93 - $119.39 $219K - $234K
4K $452K
EPD
Enterprise Products Partners L.P.

Energy
64
+ 0.07%
$28.66 - $34.43 $1.83K - $2.2K
95.9K $3.01M
IWN
Ishares Russell2000 Val ETF

ETFs
1.33K
New
$162.69 - $181.35 $216K - $241K
1.33K $217K
XLY
Select Sector Spdr Consumer Di

ETFs
958
New
$194.8 - $239.43 $187K - $229K
958 $214K
EVR
Evercore Inc.

Financial Services
752
New
$247.66 - $315.67 $186K - $237K
752 $208K
COP
Conocophillips

Energy
2.05K
New
$95.12 - $114.72 $195K - $236K
2.05K $203K
XLC
Select Sector Spdr Tr Communic

ETFs
554
+ 2.42%
$89.66 - $102.16 $49.7K - $56.6K
23.5K $2.27M
IVV
Ishares Core S&P 500 ETF

ETFs
73
+ 0.59%
$570.51 - $610.59 $41.6K - $44.6K
12.5K $7.35M
VOT
Vanguard Mid Cap Growth Index

ETFs
393
+ 5.71%
$241.48 - $274.89 $94.9K - $108K
7.28K $1.85M
CRM
Salesforce, Inc.

Technology
85
+ 3.62%
$270.87 - $367.87 $23K - $31.3K
2.43K $813K
BK
Bank Of New York Mellon Corp

Financial Services
23
+ 0.07%
$70.82 - $81.87 $1.63K - $1.88K
33.6K $2.58M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.98K
+ 32.35%
N/A
24.4K $623K
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 1.17%
$873.59 - $994.69 $38.4K - $43.8K
3.8K $3.48M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.09K
+ 13.8%
$77.25 - $91.3 $84.2K - $99.5K
8.99K $767K
VXF
Vanguard Extended Market ETF

ETFs
615
+ 18.29%
$179.17 - $207.15 $110K - $127K
3.98K $755K
XLE
Energy Sector Spdr

ETFs
2.18K
+ 10.45%
$83.32 - $97.27 $182K - $212K
23K $1.97M
OKE
Oneok Inc

Energy
30
+ 0.2%
$92.28 - $117.05 $2.77K - $3.51K
14.9K $1.49M
IVE
Ishares S&P 500 Value ETF

ETFs
897
+ 17.48%
$189.5 - $206.17 $170K - $185K
6.03K $1.15M
ITW
Illinois Tool Works Inc

Industrials
619
+ 26.49%
$253.56 - $278.5 $157K - $172K
2.96K $749K
SPOT
Spotify Technology S.A.

Communication Services
29
+ 1.9%
$362.95 - $502.38 $10.5K - $14.6K
1.56K $697K
ABNB
Airbnb, Inc.

Consumer Cyclical
853
+ 29.3%
$125.36 - $147.37 $107K - $126K
3.76K $494K
T
At&T Inc.

Communication Services
3.55K
+ 7.15%
$21.22 - $23.88 $75.4K - $84.8K
53.2K $1.21M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.01%
$148.14 - $166.23 $148 - $166
14.9K $2.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.8K
+ 237.76%
$26.93 - $84.95 $964K - $3.04M
50.8K $1.39M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
780
+ 7.52%
$100.18 - $109.1 $78.1K - $85.1K
11.2K $1.17M
Activity Summary
Buys All Purchases 226 New Holdings 26 Increased Positions 200 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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