Joel Isaacson & Co., LLC Sells in Q3 2024

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-15.8K
- 14.28%
$36.65 - $44.13 $578K - $696K
94.7K $3.76M
ACRE
Ares Commercial Real Estate Corp

Real Estate
-81.6K
- 79.65%
$6.53 - $7.92 $533K - $646K
20.8K $145K
COIN
Coinbase Global, Inc.

Technology
-813
- 10.85%
$147.09 - $265.15 $120K - $216K
6.68K $1.19M
LLY
Eli Lilly & CO

Healthcare
-410
- 7.82%
$772.14 - $960.02 $317K - $394K
4.83K $4.28M
KLAC
Kla Corp

Technology
-500
- 48.92%
$696.17 - $892.35 $348K - $446K
522 $404K
INTC
Intel Corp

Technology
-267
- 0.63%
$18.9 - $34.87 $5.05K - $9.31K
42.3K $992K
LRCX
Lam Research Corp

Technology
-5
- 0.41%
$731.56 - $1127.3 $3.66K - $5.64K
1.2K $981K
IDXX
Idexx Laboratories Inc

Healthcare
-579
- 39.88%
$455.08 - $517.19 $263K - $299K
873 $440K
CRWD
Crowd Strike Holdings, Inc.

Technology
-56
- 2.58%
$217.89 - $392.15 $12.2K - $22K
2.12K $593K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4K
- 46.47%
$42.59 - $60.56 $170K - $242K
4.61K $232K
QCOM
Qualcomm Inc

Technology
-30
- 0.48%
$156.12 - $209.64 $4.68K - $6.29K
6.26K $1.06M
CVX
Chevron Corp

Energy
-98
- 0.65%
$137.88 - $161.97 $13.5K - $15.9K
14.9K $2.2M
PEP
Pepsico Inc

Consumer Defensive
-1.19K
- 7.46%
$161.9 - $179.3 $193K - $214K
14.8K $2.51M
WMG
Warner Music Group Corp.

Communication Services
-10K
- 3.33%
$27.51 - $32.17 $275K - $322K
290K $9.08M
FDX
Fedex Corp

Industrials
-213
- 11.16%
$254.64 - $313.52 $54.2K - $66.8K
1.7K $464K
ADBE
Adobe Inc.

Technology
-100
- 10.06%
$508.13 - $586.55 $50.8K - $58.7K
894 $462K
XLK
Technology Sector Spdr

ETFs
-179
- 0.18%
$197.34 - $237.68 $35.3K - $42.5K
97.2K $21.9M
DIS
Walt Disney CO

Communication Services
-71
- 0.29%
$85.6 - $98.61 $6.08K - $7K
24.7K $2.38M
OWL
Blue Owl Capital Inc.

Financial Services
-7K
- 21.34%
$15.81 - $19.83 $111K - $139K
25.8K $500K
CI
Cigna Corp

Healthcare
-419
- 9.5%
$319.12 - $367.1 $134K - $154K
3.99K $1.38M
OXY
Occidental Petroleum Corp

Energy
-221
- 4.17%
$49.91 - $63.73 $11K - $14.1K
5.08K $261K
HON
Honeywell International Inc

Industrials
-137
- 2.15%
$196.73 - $220.21 $27K - $30.2K
6.24K $1.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.85K
- 7.59%
$57.32 - $62.65 $278K - $304K
59K $3.68M
TGT
Target Corp

Consumer Defensive
-464
- 15.31%
$133.47 - $159.25 $61.9K - $73.9K
2.57K $399K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.37K
- 9.41%
$54.98 - $59.51 $75.1K - $81.3K
13.2K $782K
UPS
United Parcel Service Inc

Industrials
-269
- 4.84%
$123.32 - $147.38 $33.2K - $39.6K
5.29K $721K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-530
- 16.8%
$81.31 - $83.29 $43.1K - $44.1K
2.63K $218K
AMGN
Amgen Inc

Healthcare
-306
- 4.82%
$309.38 - $337.38 $94.7K - $103K
6.05K $1.95M
C
Citigroup Inc

Financial Services
-479
- 12.9%
$56.11 - $67.61 $26.9K - $32.4K
3.23K $202K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-708
- 9.43%
$71.45 - $75.64 $50.6K - $53.6K
6.8K $510K
D
Dominion Energy, Inc

Utilities
-2.54K
- 18.26%
$48.01 - $58.53 $122K - $149K
11.4K $656K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-712
- 12.0%
$65.06 - $71.72 $46.3K - $51.1K
5.22K $371K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-129
- 3.85%
$147.95 - $191.05 $19.1K - $24.6K
3.22K $559K
CME
Cme Group Inc.

Financial Services
-245
- 16.84%
$193.43 - $220.62 $47.4K - $54.1K
1.21K $266K
CSX
Csx Corp

Industrials
-987
- 7.2%
$32.48 - $35.45 $32.1K - $35K
12.7K $439K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.8K
- 9.66%
$28.25 - $31.7 $50.9K - $57.2K
16.9K $519K
ANET
Arista Networks, Inc.

Technology
-100
- 13.35%
$311.42 - $388.21 $31.1K - $38.8K
649 $249K
DD
Du Pont De Nemours, Inc.

Basic Materials
-408
- 12.8%
$77.22 - $89.49 $31.5K - $36.5K
2.78K $247K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-130
- 8.18%
$210.25 - $231.86 $27.3K - $30.1K
1.46K $325K
CERS
Cerus Corp

Healthcare
-3K
- 4.76%
$1.7 - $2.39 $5.1K - $7.17K
60K $104K
MELI
Mercadolibre Inc

Consumer Cyclical
-100
- 20.33%
$1591.44 - $2140.1 $159K - $214K
392 $803K
IYW
Ishares Dj Us Tech ETF

ETFs
-139
- 0.92%
$133.16 - $158.73 $18.5K - $22.1K
14.9K $2.26M
BILL
Bill.Com Holdings, Inc.

Technology
-72
- 1.82%
$43.97 - $56.02 $3.17K - $4.03K
3.88K $204K
TMUS
T Mobile Us, Inc.

Communication Services
-195
- 15.32%
$175.14 - $206.36 $34.2K - $40.2K
1.08K $222K
MUB
Ishares National Muni Bond ETF

ETFs
-657
- 1.91%
$106.13 - $108.7 $69.7K - $71.4K
33.7K $3.66M
TXN
Texas Instruments Inc

Technology
-1
- 0.03%
$194.6 - $194.6 $195 - $195
3.1K $602K
Ftai Aviation LTD
-50
- 0.13%
N/A
39K $0
WPC
W. P. Carey Inc.

Real Estate
-500
- 9.86%
$54.63 - $63.96 $27.3K - $32K
4.57K $284K
DHR
Danaher Corp

Healthcare
-165
- 8.84%
$239.25 - $280.76 $39.5K - $46.3K
1.7K $472K
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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