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
SPG
Simon Property Group Inc

Real Estate
582
+ 17.14%
$167.23 - $183.84 $97.3K - $107K
3.98K $685K
VNQ
Vanguard Specialized Funds Van

ETFs
2.52K
+ 18.72%
$87.85 - $98.6 $221K - $248K
16K $1.42M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.4K
New
$7.33 - $12.37 $76K - $128K
10.4K $109K
BA
Boeing CO

Industrials
50
+ 1.47%
$138.14 - $180.72 $6.91K - $9.04K
3.44K $608K
ITOT
Ishares Core S&P Total U.S. St

ETFs
89
+ 0.34%
$124.26 - $134.12 $11.1K - $11.9K
26.2K $3.37M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3
+ 0.13%
$138.3 - $192.95 $415 - $579
2.4K $424K
SCHW
Schwab Charles Corp

Financial Services
256
+ 3.59%
$63.31 - $82.85 $16.2K - $21.2K
7.38K $546K
GLD
Spdr Gold Trust

ETFs
362
+ 1.97%
$236.59 - $257.5 $85.6K - $93.2K
18.7K $4.53M
MA
Mastercard Inc

Financial Services
35
+ 2.34%
$491.3 - $536.15 $17.2K - $18.8K
1.53K $806K
IXUS
Ishares Tr

ETFs
1.48K
+ 30.08%
$65.95 - $72.56 $97.7K - $108K
6.41K $423K
NOC
Northrop Grumman Corp

Industrials
315
+ 21.89%
$466.52 - $543.88 $147K - $171K
1.75K $823K
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.42%
$328.51 - $401.37 $1.97K - $2.41K
1.45K $544K
TGT
Target Corp

Consumer Defensive
783
+ 30.51%
$121.59 - $160.69 $95.2K - $126K
3.35K $452K
C
Citigroup Inc

Financial Services
375
+ 11.6%
$61.31 - $72.5 $23K - $27.2K
3.61K $254K
XLG
Invesco Exchange Traded Fd Tr

ETFs
368
+ 3.01%
$46.94 - $51.62 $17.3K - $19K
12.6K $628K
MO
Altria Group, Inc.

Consumer Defensive
351
+ 2.19%
$49.06 - $57.74 $17.2K - $20.3K
16.4K $855K
HD
Home Depot, Inc.

Consumer Cyclical
583
+ 4.98%
$385.02 - $431.37 $224K - $251K
12.3K $4.78M
CVX
Chevron Corp

Energy
488
+ 3.27%
$141.15 - $162.53 $68.9K - $79.3K
15.4K $2.23M
MCD
Mcdonalds Corp

Consumer Cyclical
572
+ 6.36%
$288.47 - $316.54 $165K - $181K
9.56K $2.77M
AB
Alliancebernstein Holding L.P.

Financial Services
201
+ 2.07%
$34.59 - $38.68 $6.95K - $7.77K
9.9K $367K
IWM
Ishares Russell 2000 ETF

ETFs
124
+ 0.81%
$216.13 - $242.4 $26.8K - $30.1K
15.4K $3.39M
AGNC
Agnc Investment Corp.

Real Estate
4.41K
+ 36.36%
$9.21 - $10.59 $40.6K - $46.7K
16.5K $152K
VTRS
Viatris Inc

Healthcare
1.06K
+ 8.42%
$11.32 - $13.37 $12K - $14.2K
13.6K $169K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$116.4 - $138.52 $116 - $139
2.39K $302K
RTX
Raytheon Technologies Corp

Industrials
611
+ 6.48%
$114.45 - $127.21 $69.9K - $77.7K
10K $1.16M
MTB
M&T Bank Corp

Financial Services
3
+ 0.17%
$172.48 - $221.95 $517 - $666
1.79K $336K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.4K
+ 201.05%
$22.01 - $66.82 $448K - $1.36M
30.5K $691K
USB
Us Bancorp \De\

Financial Services
135
+ 2.46%
$43.98 - $53.66 $5.94K - $7.24K
5.62K $268K
MGC
Vanguard Mega Cap ETF

ETFs
6
+ 0.26%
$204.21 - $220.18 $1.23K - $1.32K
2.32K $493K
HSY
Hershey CO

Consumer Defensive
356
+ 17.96%
$168.67 - $193.65 $60K - $68.9K
2.34K $395K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
13
+ 0.65%
$129.96 - $144.97 $1.69K - $1.88K
2.02K $280K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 2.34%
$1146.59 - $1270.6 $6.88K - $7.62K
262 $310K
IWC
Russell Micro Cap ETF

ETFs
2
+ 0.12%
$120.3 - $138.84 $241 - $278
1.71K $223K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
9
+ 0.27%
$417.69 - $450.94 $3.76K - $4.06K
3.37K $1.44M
PM
Philip Morris International Inc.

Consumer Defensive
173
+ 2.19%
$118.38 - $133.06 $20.5K - $23K
8.08K $972K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 200.0%
$22.4 - $68.28 $235K - $717K
15.7K $365K
DE
Deere & CO

Industrials
1
+ 0.07%
$389.45 - $466.0 $389 - $466
1.34K $566K
KIM
Kimco Realty Corp

Real Estate
152
+ 1.08%
$22.75 - $25.78 $3.46K - $3.92K
14.2K $333K
DFAU
Dimensional ETF Tr

ETFs
26
+ 0.39%
$39.27 - $42.38 $1.02K - $1.1K
6.71K $271K
ALL
Allstate Corp

Financial Services
14
+ 1.26%
$181.25 - $208.2 $2.54K - $2.91K
1.13K $217K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
91
+ 1.6%
$91.29 - $91.8 $8.31K - $8.35K
5.78K $528K
DFAS
Dimensional ETF Tr U S Small C

ETFs
58
+ 0.73%
$63.58 - $71.15 $3.69K - $4.13K
7.96K $518K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.23%
$87.25 - $95.52 $960 - $1.05K
4.72K $417K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
15
+ 0.67%
$104.52 - $115.08 $1.57K - $1.73K
2.27K $239K
DFSV
Dimensional ETF Tr Dimensional

ETFs
72
+ 0.43%
$30.18 - $33.87 $2.17K - $2.44K
16.9K $521K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
142
+ 4.77%
$96.64 - $101.23 $13.7K - $14.4K
3.12K $302K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
18
+ 0.2%
N/A
8.95K $363K
Vanguard Mun Bd Fds
3.95K
+ 17.27%
N/A
26.8K $0
XLP
Consumer Staples Sector Spdr

ETFs
11
+ 0.37%
N/A
2.96K $224K
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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