Joel Isaacson & Co., LLC SPY Holdings History
Joel Isaacson & Co., LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Joel Isaacson & Co., LLC held 116,833.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $65.36 Mil. This investment constitutes 2.96% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2012Q4. And since then Joel Isaacson & Co., LLC has made 37 purchases of SPY, at an average price of $298.79, for a total of 127,075.00 shares. In addition, there have been 11 sales at an average price of $291.67 for 10,242.00 shares. Based on historical transaction data and SPY's current price of $628.86, Joel Isaacson & Co., LLC's estimated gain on his SPY holdings is $38.49 Mil, reflecting a 101.38% gain to date.
Joel Isaacson & Co., LLC SPY ($628.86) Holding Chart
Joel Isaacson & Co., LLC SPY ($628.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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