Joel Isaacson & Co., LLC INVESTMENT MANAGERS SER TR I Transaction History

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025
Number of Shares
7,629
Previous 6,898 10.6%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
731 Added 10.6%
7,629 $0
Q2 2025

Jul 23, 2025
BUY
N/A
9 Added 0.13%
6,898 $0
Q1 2025

Apr 24, 2025
SELL
N/A
-487 Reduced 6.6%
6,889 $0
Q4 2024

Jan 28, 2025
SELL
N/A
-240 Reduced 3.15%
7,376 $0
Q3 2024

Oct 23, 2024
BUY
N/A
820 Added 12.07%
7,616 $0
Q2 2024

Jul 23, 2024
BUY
N/A
6,796 New
6,796 $0
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