Joel Isaacson & Co., LLC Incresed Positions in Q3 2024

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
30.4K
+ 1.25%
$125.95 - $142.04 $3.83M - $4.32M
2.46M $350M
VTI
Vanguard Total Stock Market Et

ETFs
22.7K
+ 5.77%
$255.18 - $283.2 $5.79M - $6.43M
416K $118M
AAPL
Apple Inc.

Technology
14.1K
+ 3.59%
$207.23 - $234.82 $2.93M - $3.32M
408K $94.9M
VO
Vanguard Mid Cap ETF

ETFs
11.9K
+ 3.39%
$237.84 - $263.83 $2.84M - $3.15M
364K $96M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.4K
+ 1.51%
$117.9 - $128.2 $1.57M - $1.71M
895K $115M
MSFT
Microsoft Corp

Technology
22.1K
+ 30.18%
$395.15 - $467.56 $8.72M - $10.3M
95.2K $41M
MAIN
Main Street Capital Corp

Financial Services
124K
+ 3098.3%
$47.05 - $52.25 $5.83M - $6.48M
128K $6.42M
VB
Vanguard Small Cap ETF

ETFs
10.9K
+ 7.45%
$214.77 - $237.72 $2.34M - $2.59M
157K $37.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.98K
+ 1.78%
$517.38 - $573.86 $1.03M - $1.14M
113K $65.1M
VIG
Vanguard Dividend Appreciation

ETFs
26.5K
+ 2.36%
$182.15 - $182.15 $4.84M - $4.84M
1.15M $210M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
16.7K
+ 11.46%
$113.45 - $126.18 $1.89M - $2.1M
162K $20.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.29K
+ 17.67%
$475.2 - $527.7 $2.04M - $2.26M
28.6K $15.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4.43K
+ 4.04%
$305.34 - $350.41 $1.35M - $1.55M
114K $39.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.28K
+ 0.66%
$51.0 - $57.07 $218K - $244K
657K $36.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.71K
+ 24.36%
$434.77 - $502.96 $2.05M - $2.37M
24K $11.7M
VUG
Vanguard Growth ETF

ETFs
4.21K
+ 7.15%
$341.08 - $391.94 $1.44M - $1.65M
63.1K $24.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.56K
+ 0.74%
$84.81 - $93.54 $301K - $333K
485K $44.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
21.1K
+ 48.79%
$74.26 - $78.84 $1.57M - $1.66M
64.3K $5.04M
XLF
Financial Sector Spdr

ETFs
23.6K
+ 15.97%
$40.84 - $45.74 $962K - $1.08M
171K $7.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.2K
+ 9.18%
$58.03 - $65.37 $822K - $926K
169K $10.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
16.5K
+ 14.26%
$56.47 - $63.69 $932K - $1.05M
132K $8.33M
PNC
Pnc Financial Services Group, Inc.

Financial Services
745
+ 1.59%
$156.14 - $187.2 $116K - $139K
47.5K $8.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 0.22%
$405.19 - $478.57 $22.3K - $26.3K
24.9K $11.5M
VBR
Vanguard Small Cap Value ETF

ETFs
2.5K
+ 6.9%
$179.99 - $201.6 $451K - $505K
38.8K $7.79M
GLD
Spdr Gold Trust

ETFs
2.03K
+ 12.4%
$215.56 - $246.98 $437K - $500K
18.4K $4.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.16K
+ 5.97%
$85.48 - $98.39 $527K - $606K
109K $10.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.3K
+ 25.21%
$41.9 - $48.26 $559K - $644K
66.2K $3.17M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.16K
+ 84.54%
$218.05 - $243.47 $688K - $768K
6.89K $1.68M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.57K
+ 233.13%
$149.02 - $167.67 $681K - $766K
6.53K $1.09M
IBM
International Business Machines Corp

Technology
9
+ 0.05%
$175.1 - $223.38 $1.58K - $2.01K
16.6K $3.67M
IAC
Iac/Inter Active Corp

Communication Services
5.84K
+ 9.88%
$45.12 - $54.7 $263K - $319K
64.9K $3.49M
VT
Vanguard Total World Stk Index

ETFs
2.57K
+ 4.66%
$107.72 - $119.96 $277K - $308K
57.6K $6.89M
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
168K
+ 23.98%
$3.93 - $4.91 $661K - $826K
870K $3.83M
GS
Goldman Sachs Group Inc

Financial Services
534
+ 6.08%
$459.02 - $510.25 $245K - $272K
9.32K $4.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.28K
+ 12.66%
$332.02 - $382.76 $426K - $491K
11.4K $4.29M
BK
Bank Of New York Mellon Corp

Financial Services
2.95K
+ 9.64%
$59.54 - $72.17 $176K - $213K
33.5K $2.41M
APO
Apollo Global Management, Inc.

Financial Services
169
+ 0.22%
$99.16 - $125.81 $16.8K - $21.3K
76.3K $9.53M
BX
Blackstone Inc.

Financial Services
45
+ 0.27%
$120.77 - $159.66 $5.43K - $7.18K
16.6K $2.55M
JPM
Jpmorgan Chase & CO

Financial Services
372
+ 0.79%
$194.9 - $224.8 $72.5K - $83.6K
47.6K $10M
IVV
Ishares Core S&P 500 ETF

ETFs
183
+ 1.5%
$520.18 - $576.82 $95.2K - $106K
12.4K $7.16M
ORCL
Oracle Corp

Technology
461
+ 3.47%
$125.9 - $170.35 $58K - $78.5K
13.7K $2.34M
TJX
Tjx Companies Inc

Consumer Cyclical
3.31K
+ 66.73%
$107.93 - $120.23 $357K - $398K
8.26K $971K
XOM
Exxon Mobil Corp

Energy
2.36K
+ 3.5%
$109.72 - $119.0 $259K - $281K
69.8K $8.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.57K
+ 20.13%
$84.77 - $97.13 $302K - $346K
21.3K $2.04M
VTV
Vanguard Value ETF

ETFs
1.53K
+ 16.55%
$159.75 - $174.57 $244K - $267K
10.8K $1.88M
IWM
Ishares Russell 2000 ETF

ETFs
507
+ 3.44%
$200.87 - $224.6 $102K - $114K
15.2K $3.36M
BMY
Bristol Myers Squibb CO

Healthcare
2.09K
+ 8.41%
$39.66 - $51.75 $83K - $108K
27K $1.4M
DVY
Ishares Tr

ETFs
7
+ 0.03%
$119.99 - $135.74 $840 - $950
22.8K $3.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
141
+ 0.85%
$240.48 - $267.94 $33.9K - $37.8K
16.7K $4.47M
Activity Summary
Buys All Purchases 176 New Holdings 31 Increased Positions 145 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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