Joel Isaacson & Co., LLC Purchases in Q3 2024

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

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

ETFs
22.9K
New
$13.26 - $14.77 $304K - $339K
22.9K $336K
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
DEO
Diageo PLC

Consumer Defensive
1.4K
+ 17.02%
$120.02 - $140.77 $168K - $197K
9.63K $1.35M
CEG
Constellation Energy Corp

Utilities
1.16K
New
$167.08 - $262.86 $193K - $304K
1.16K $300K
HOOD
Robinhood Markets, Inc.

Technology
12.7K
New
$16.42 - $24.63 $209K - $313K
12.7K $298K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.39K
New
$103.87 - $117.59 $248K - $281K
2.39K $280K
TSLA
Tesla, Inc.

Consumer Cyclical
150
+ 4.01%
$191.76 - $263.26 $28.8K - $39.5K
3.89K $1.02M
ARCC
Ares Capital Corp

Financial Services
12.5K
+ 11.78%
$19.8 - $21.28 $248K - $266K
119K $2.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.12K
New
$79.29 - $84.02 $247K - $262K
3.12K $261K
SMG
Scotts Miracle Gro CO

Basic Materials
3K
New
$61.06 - $86.7 $183K - $260K
3K $260K
VNQ
Vanguard Specialized Funds Van

ETFs
874
+ 6.95%
$82.97 - $98.97 $72.5K - $86.5K
13.4K $1.31M
VEA
Vanguard Ftse Developed Market

ETFs
3.04K
+ 10.76%
$47.6 - $53.31 $144K - $162K
31.2K $1.65M
SRLN
Ssga Active Trust

ETFs
6.13K
New
$40.93 - $41.85 $251K - $257K
6.13K $256K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
444
+ 2.33%
$105.53 - $118.34 $46.9K - $52.5K
19.5K $2.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.5K
+ 23.44%
$57.22 - $80.08 $85.8K - $120K
7.9K $616K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.25K
New
$97.05 - $106.1 $219K - $239K
2.25K $237K
CCI
Crown Castle International Corp

Real Estate
1.96K
New
$95.29 - $120.24 $187K - $236K
1.96K $232K
FDN
First Tr Fd Dow Jones

ETFs
1.1K
New
$183.68 - $212.48 $201K - $233K
1.1K $231K
IWD
Ishares Russell 1000 Val ETF

ETFs
194
+ 1.56%
$173.36 - $189.8 $33.6K - $36.8K
12.6K $2.4M
VV
Vanguard Large Cap ETF

ETFs
865
New
$236.92 - $263.4 $205K - $228K
865 $227K
TMO
Thermo Fisher Scientific Inc.

Healthcare
77
+ 2.83%
$531.86 - $624.21 $41K - $48.1K
2.8K $1.73M
XLP
Consumer Staples Sector Spdr

ETFs
2.95K
New
$76.04 - $76.04 $224K - $224K
2.95K $224K
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 2.79%
$801.83 - $917.05 $81.8K - $93.5K
3.76K $3.33M
RTX
Raytheon Technologies Corp

Industrials
263
+ 2.87%
$99.55 - $123.34 $26.2K - $32.4K
9.43K $1.14M
XLV
Select Sector Spdr Fund Health

ETFs
1.42K
New
$143.3 - $157.24 $203K - $223K
1.42K $218K
IYR
Ishares Tr

ETFs
2.14K
New
$86.93 - $103.61 $186K - $222K
2.14K $218K
VZ
Verizon Communications Inc

Communication Services
1.4K
+ 3.33%
$38.89 - $45.0 $54.3K - $62.8K
43.3K $1.95M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
4.04K
New
$46.45 - $53.68 $188K - $217K
4.04K $213K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
7.84K
New
$22.07 - $28.04 $173K - $220K
7.84K $211K
ALL
Allstate Corp

Financial Services
1.11K
New
$158.43 - $192.86 $176K - $215K
1.11K $211K
IWC
Russell Micro Cap ETF

ETFs
1.71K
New
$112.21 - $129.46 $192K - $221K
1.71K $210K
ITOT
Ishares Core S&P Total U.S. St

ETFs
242
+ 0.94%
$113.41 - $125.62 $27.4K - $30.4K
26.1K $3.28M
GE
General Electric CO

Industrials
41
+ 0.61%
$156.66 - $189.66 $6.42K - $7.78K
6.79K $1.28M
ADP
Automatic Data Processing Inc

Industrials
186
+ 4.63%
$233.44 - $279.45 $43.4K - $52K
4.21K $1.16M
PODD
Insulet Corp

Healthcare
861
New
$180.69 - $239.01 $156K - $206K
861 $200K
FNDX
Schwab Fundamental U S Large C

ETFs
2.8K
New
$65.36 - $71.76 $183K - $201K
2.8K $200K
DGRO
Ishares Core Dividend Growth E

ETFs
1.58K
+ 7.93%
$57.47 - $62.76 $91K - $99.3K
21.5K $1.35M
MGK
Vanguard Mega Cap Growth ETF

ETFs
163
+ 0.88%
$285.48 - $330.24 $46.5K - $53.8K
18.7K $6.02M
AVGO
Broadcom Inc.

Technology
10.6K
+ 917.29%
$136.27 - $1745.86 $1.45M - $18.5M
11.8K $2.03M
DUOL
Duolingo, Inc.

Technology
200
+ 13.04%
$158.85 - $287.54 $31.8K - $57.5K
1.73K $489K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.37K
+ 52.62%
$25.49 - $25.49 $162K - $162K
18.5K $470K
CAT
Caterpillar Inc

Industrials
1
+ 0.04%
$316.8 - $391.12 $317 - $391
2.73K $1.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
652
+ 4.53%
$77.02 - $85.06 $50.2K - $55.5K
15.1K $1.27M
VTRS
Viatris Inc

Healthcare
12.6K
New
$10.32 - $12.13 $130K - $153K
12.6K $145K
UL
Unilever PLC

Consumer Defensive
1
+ 0.01%
$54.7 - $65.59 $54.7 - $65.6
14.1K $918K
PAVE
Global X Fds Us Infrastructure

ETFs
72
+ 0.22%
$36.39 - $41.16 $2.62K - $2.96K
33K $1.36M
CVS
Cvs Health Corp

Healthcare
2K
+ 57.59%
$55.81 - $63.18 $112K - $126K
5.47K $343K
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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