Joel Isaacson & Co., LLC Purchases in Q2 2025

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EVR
Evercore Inc.

Financial Services
758
New
$163.77 - $271.5 $124K - $206K
758 $204K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.92K
New
$41.45 - $54.46 $163K - $214K
3.92K $204K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.27K
New
$50.27 - $62.05 $164K - $203K
3.27K $201K
WMB
Williams Companies, Inc.

Energy
3.21K
New
$54.33 - $62.87 $174K - $202K
3.21K $201K
WTW
Willis Towers Watson PLC

Financial Services
657
New
$295.96 - $337.43 $194K - $222K
657 $201K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12
+ 0.22%
$468.22 - $566.51 $5.62K - $6.8K
5.48K $3.1M
NEE
Nextera Energy Inc

Utilities
3.3K
+ 9.54%
$64.11 - $75.0 $211K - $247K
37.9K $2.63M
CAT
Caterpillar Inc

Industrials
47
+ 1.72%
$273.94 - $388.21 $12.9K - $18.2K
2.78K $1.08M
OWL
Blue Owl Capital Inc.

Financial Services
10.4K
+ 24.0%
$15.9 - $21.16 $166K - $221K
53.9K $1.04M
V
Visa Inc.

Financial Services
350
+ 4.13%
$308.27 - $373.31 $108K - $131K
8.82K $3.13M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
703
+ 31.97%
$113.67 - $150.4 $79.9K - $106K
2.9K $436K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
519
+ 2.67%
$90.56 - $109.49 $47K - $56.8K
20K $2.18M
ABNB
Airbnb, Inc.

Consumer Cyclical
741
+ 19.69%
$105.69 - $140.64 $78.3K - $104K
4.51K $596K
GLW
Corning Inc

Technology
146
+ 0.72%
$39.07 - $52.59 $5.7K - $7.68K
20.4K $1.07M
ISRG
Intuitive Surgical Inc

Healthcare
38
+ 1.46%
$451.58 - $565.94 $17.2K - $21.5K
2.63K $1.43M
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.46K
+ 300.6%
$50.53 - $212.53 $377K - $1.58M
9.94K $550K
COF
Capital One Financial Corp

Financial Services
178
+ 5.89%
$150.57 - $212.76 $26.8K - $37.9K
3.2K $681K
MSTR
Microstrategy Inc

Technology
100
+ 12.39%
$237.95 - $421.61 $23.8K - $42.2K
907 $366K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11
+ 0.1%
$86.93 - $109.64 $956 - $1.21K
11.2K $1.23M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
10.8K
New
$11.19 - $11.84 $121K - $128K
10.8K $122K
IWP
Ishares Russell Mid Cap Growth

ETFs
521
+ 23.32%
$104.34 - $138.68 $54.4K - $72.3K
2.76K $382K
MA
Mastercard Inc

Financial Services
166
+ 9.33%
$479.92 - $590.74 $79.7K - $98.1K
1.95K $1.09M
C
Citigroup Inc

Financial Services
426
+ 7.72%
$58.13 - $85.12 $24.8K - $36.3K
5.95K $506K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.3K
+ 9.76%
$77.74 - $78.78 $101K - $102K
14.6K $1.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.66K
+ 15.97%
$63.54 - $68.5 $105K - $114K
12.1K $812K
DE
Deere & CO

Industrials
101
+ 7.55%
$412.99 - $531.48 $41.7K - $53.7K
1.44K $731K
SCHW
Schwab Charles Corp

Financial Services
77
+ 1.04%
$69.06 - $91.24 $5.32K - $7.03K
7.46K $680K
MO
Altria Group, Inc.

Consumer Defensive
2.09K
+ 12.72%
$55.56 - $60.91 $116K - $127K
18.5K $1.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
348
+ 0.39%
$75.05 - $77.34 $26.1K - $26.9K
89.2K $6.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
39
+ 0.29%
$166.82 - $194.23 $6.51K - $7.57K
13.5K $2.63M
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.16%
$40.94 - $52.1 $819 - $1.04K
12.6K $657K
VZ
Verizon Communications Inc

Communication Services
3.96K
+ 8.67%
$41.67 - $45.62 $165K - $180K
49.6K $2.15M
SRLN
Ssga Active Trust

ETFs
1.37K
+ 3.72%
$39.47 - $41.59 $53.9K - $56.8K
38.1K $1.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
91
+ 0.3%
$19.1 - $23.83 $1.74K - $2.17K
30.7K $730K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
414
+ 7.41%
$62.73 - $78.42 $26K - $32.5K
6K $464K
IVE
Ishares S&P 500 Value ETF

ETFs
210
+ 3.41%
$168.34 - $195.42 $35.4K - $41K
6.37K $1.25M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
101
+ 7.39%
$171.4 - $227.1 $17.3K - $22.9K
1.47K $333K
TTWO
Take Two Interactive Software Inc

Communication Services
49
+ 3.1%
$194.58 - $243.05 $9.53K - $11.9K
1.63K $396K
TT
Trane Technologies PLC

Industrials
11
+ 1.77%
$315.21 - $437.41 $3.47K - $4.81K
631 $276K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
478
+ 33.57%
$212.1 - $244.27 $101K - $117K
1.9K $415K
VPU
Vanguard Utilities ETF

ETFs
15
+ 0.13%
$158.36 - $178.82 $2.38K - $2.68K
11.4K $2.01M
AGNC
Agnc Investment Corp.

Real Estate
7.96K
+ 40.46%
$8.12 - $9.49 $64.6K - $75.5K
27.6K $253K
IAU
Ishares Gold Trust

ETFs
831
+ 22.56%
$56.1 - $64.74 $46.6K - $53.8K
4.52K $281K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.11%
$281.67 - $351.0 $563 - $702
1.89K $664K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$187.5 - $246.51 $188 - $247
1.77K $437K
QUAL
Ishares Msci Usa Quality Facto

ETFs
216
+ 12.8%
$152.42 - $182.82 $32.9K - $39.5K
1.9K $348K
FDN
First Tr Fd Dow Jones

ETFs
27
+ 2.47%
$200.29 - $269.33 $5.41K - $7.27K
1.12K $302K
VCIT
Vanguard Intermediate Term Cor

ETFs
638
+ 20.22%
$79.56 - $82.92 $50.8K - $52.9K
3.79K $314K
VCR
Vanguard Consumer Discretionar

ETFs
3
+ 0.21%
$290.42 - $364.35 $871 - $1.09K
1.46K $527K
Activity Summary
Buys All Purchases 225 New Holdings 40 Increased Positions 185 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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