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
IAC
Iac/Inter Active Corp

Communication Services
359K
+ 553.57%
$41.75 - $55.1 $15M - $19.8M
424K $18.3M
GOOG
Alphabet Inc.

Communication Services
8.93K
+ 1.84%
$163.08 - $198.16 $1.46M - $1.77M
494K $94.1M
VTI
Vanguard Total Stock Market Et

ETFs
33.9K
+ 8.15%
$280.04 - $302.45 $9.51M - $10.3M
450K $130M
GOOGL
Alphabet Inc.

Communication Services
365
+ 0.08%
$161.86 - $196.66 $59.1K - $71.8K
478K $90.4M
VIG
Vanguard Dividend Appreciation

ETFs
48K
+ 4.16%
N/A
1.2M $219M
AAPL
Apple Inc.

Technology
2.99K
+ 0.73%
$221.69 - $259.02 $663K - $774K
411K $103M
VB
Vanguard Small Cap ETF

ETFs
24.5K
+ 15.63%
$233.76 - $261.58 $5.74M - $6.42M
182K $43.6M
AMZN
Amazon Com Inc

Consumer Cyclical
732
+ 0.46%
$180.88 - $232.93 $132K - $171K
158K $34.8M
VO
Vanguard Mid Cap ETF

ETFs
17.8K
+ 4.89%
$261.5 - $284.63 $4.65M - $5.06M
382K $101M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4.22K
+ 3.71%
$340.59 - $380.5 $1.44M - $1.61M
118K $43.2M
VUG
Vanguard Growth ETF

ETFs
5.16K
+ 8.18%
$378.79 - $428.11 $1.96M - $2.21M
68.3K $28M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.82K
+ 3.37%
$567.81 - $607.81 $2.17M - $2.32M
117K $68.7M
APO
Apollo Global Management, Inc.

Financial Services
2.36K
+ 3.09%
$131.36 - $178.61 $310K - $421K
78.7K $13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27.3K
+ 3.05%
$126.68 - $134.74 $3.46M - $3.68M
923K $118M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
56.4K
+ 33.45%
$58.88 - $64.8 $3.32M - $3.65M
225K $13.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.95K
+ 4.09%
$205.18 - $250.29 $399K - $487K
49.5K $11.9M
XLF
Financial Sector Spdr

ETFs
25.7K
+ 15.04%
$44.89 - $51.34 $1.16M - $1.32M
197K $9.51M
VV
Vanguard Large Cap ETF

ETFs
5.95K
+ 687.86%
$260.27 - $280.65 $1.55M - $1.67M
6.82K $1.84M
CB
Chubb LTD

Financial Services
5.77K
+ 230.05%
$271.57 - $301.89 $1.57M - $1.74M
8.28K $2.29M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.21K
+ 6.59%
$95.27 - $107.82 $687K - $777K
117K $12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.56K
+ 6.47%
$481.22 - $538.17 $749K - $837K
25.6K $13.1M
ARCC
Ares Capital Corp

Financial Services
49.5K
+ 41.75%
$20.74 - $22.27 $1.03M - $1.1M
168K $3.68M
MAIN
Main Street Capital Corp

Financial Services
174
+ 0.14%
$49.95 - $58.58 $8.69K - $10.2K
128K $7.51M
SRLN
Ssga Active Trust

ETFs
25.6K
+ 416.83%
$41.48 - $42.08 $1.06M - $1.08M
31.7K $1.32M
META
Meta Platforms, Inc.

Communication Services
438
+ 0.95%
$554.08 - $632.68 $243K - $277K
46.4K $27.4M
MS
Morgan Stanley

Financial Services
235
+ 0.49%
$104.42 - $134.99 $24.5K - $31.7K
48K $6.04M
NVDA
Nvidia Corp

Technology
1.99K
+ 3.38%
$117.0 - $148.88 $233K - $297K
60.9K $8.18M
PLTR
Palantir Technologies Inc.

Technology
85
+ 0.33%
$36.46 - $82.38 $3.1K - $7K
25.9K $1.96M
NFLX
Netflix Inc

Communication Services
88
+ 1.78%
$687.65 - $936.56 $60.5K - $82.4K
5.03K $4.49M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16K
+ 24.83%
$74.5 - $78.37 $1.19M - $1.25M
80.3K $6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.6K
+ 2.22%
$124.61 - $133.96 $449K - $483K
166K $21.3M
VGT
Vanguard Information Technolog

ETFs
904
+ 10.89%
$571.78 - $647.97 $517K - $586K
9.21K $5.72M
GS
Goldman Sachs Group Inc

Financial Services
217
+ 2.33%
$486.1 - $608.57 $105K - $132K
9.53K $5.46M
BX
Blackstone Inc.

Financial Services
2.45K
+ 14.73%
$148.45 - $199.05 $364K - $488K
19.1K $3.29M
ORCL
Oracle Corp

Technology
4.75K
+ 34.59%
$165.41 - $192.43 $786K - $914K
18.5K $3.08M
DIS
Walt Disney CO

Communication Services
3.27K
+ 13.23%
$92.39 - $117.6 $302K - $385K
28K $3.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.64K
+ 9.8%
$264.18 - $304.19 $432K - $498K
18.3K $5.14M
WFC
Wells Fargo & Company

Financial Services
321
+ 0.71%
$54.98 - $77.35 $17.6K - $24.8K
45.5K $3.19M
BHF
Brighthouse Financial, Inc.

Financial Services
13.4K
New
$43.95 - $52.91 $588K - $708K
13.4K $642K
IWV
Ishares Russell 3000 ETF

ETFs
1.89K
New
$323.08 - $349.08 $611K - $660K
1.89K $631K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.08K
+ 2.27%
$178.39 - $215.0 $192K - $231K
48.6K $9.37M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.66K
+ 30.18%
$311.11 - $335.64 $515K - $556K
7.14K $2.3M
ARES
Ares Management Corp

Financial Services
3.13K
New
$153.38 - $183.7 $480K - $575K
3.13K $554K
VEU
Vanguard Ftse All World Ex Us

ETFs
22.5K
+ 16.99%
$57.29 - $63.1 $1.29M - $1.42M
155K $8.88M
COF
Capital One Financial Corp

Financial Services
3.02K
New
$145.19 - $192.01 $439K - $581K
3.02K $539K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
41.2K
New
$12.78 - $13.52 $526K - $556K
41.2K $527K
DFAT
Dimensional ETF Tr U S Target

ETFs
9.03K
+ 1.37%
$54.54 - $61.04 $492K - $551K
666K $37.1M
OWL
Blue Owl Capital Inc.

Financial Services
17.6K
+ 68.32%
$19.51 - $24.81 $344K - $437K
43.4K $1.01M
TRV
Travelers Companies, Inc.

Financial Services
1.9K
+ 59.52%
$225.97 - $266.66 $430K - $507K
5.1K $1.23M
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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