ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Joel Isaacson & Co., LLC's Holding History (CIK: 0001599330)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,480 Value ($000) $9,918 Avg Close — Range —
Q3 2025
Shares 14,197 Value ($000) $9,502 Avg Close — Range —
Q2 2025
Shares 14,095 Value ($000) $8,752 Avg Close — Range —
Q1 2025
Shares 13,449 Value ($000) $7,557 Avg Close — Range —
Q4 2024
Shares 12,481 Value ($000) $7,347 Avg Close — Range —
Q3 2024
Shares 12,408 Value ($000) $7,157 Avg Close — Range —
Q2 2024
Shares 12,225 Value ($000) $6,690 Avg Close — Range —
Q1 2024
Shares 12,107 Value ($000) $6,365 Avg Close — Range —
Q4 2023
Shares 10,686 Value ($000) $5,104 Avg Close — Range —
Q3 2023
Shares 10,095 Value ($000) $4,335 Avg Close — Range —
Q2 2023
Shares 10,067 Value ($000) $4,487 Avg Close — Range —
Q1 2023
Shares 9,161 Value ($000) $3,766 Avg Close — Range —
Q4 2022
Shares 8,990 Value ($000) $3,454 Avg Close — Range —
Q3 2022
Shares 6,156 Value ($000) $2,208 Avg Close — Range —
Q2 2022
Shares 5,731 Value ($000) $2,173 Avg Close — Range —
Q1 2022
Shares 4,593 Value ($000) $2,020 Avg Close — Range —
Q4 2021
Shares 4,677 Value ($000) $2,231 Avg Close — Range —
Q3 2021
Shares 4,738 Value ($000) $2,041 Avg Close — Range —
Q2 2021
Shares 4,786 Value ($000) $2,058 Avg Close — Range —
Q1 2021
Shares 4,784 Value ($000) $1,903 Avg Close — Range —
Q4 2020
Shares 4,789 Value ($000) $1,798 Avg Close — Range —
Q3 2020
Shares 4,938 Value ($000) $1,660 Avg Close — Range —
Q2 2020
Shares 6,844 Value ($000) $2,119 Avg Close — Range —
Q1 2020
Shares 6,882 Value ($000) $1,778 Avg Close — Range —
Q4 2019
Shares 8,456 Value ($000) $2,733 Avg Close — Range —
Q3 2019
Shares 8,889 Value ($000) $2,653 Avg Close — Range —
Q2 2019
Shares 9,531 Value ($000) $2,809 Avg Close — Range —
Q1 2019
Shares 9,508 Value ($000) $2,706 Avg Close — Range —
Q4 2018
Shares 9,493 Value ($000) $2,472 Avg Close — Range —
Q3 2018
Shares 7,620 Value ($000) $2,231 Avg Close — Range —
Q2 2018
Shares 7,730 Value ($000) $2,111 Avg Close — Range —
Q1 2018
Shares 7,730 Value ($000) $2,051 Avg Close — Range —
Q4 2017
Shares 7,721 Value ($000) $2,076 Avg Close — Range —
Q3 2017
Shares 8,094 Value ($000) $2,047 Avg Close — Range —
Q2 2017
Shares 8,259 Value ($000) $2,010 Avg Close — Range —
Q1 2017
Shares 8,259 Value ($000) $1,960 Avg Close — Range —
Q4 2016
Shares 8,250 Value ($000) $1,856 Avg Close — Range —
Q3 2016
Shares 8,408 Value ($000) $1,829 Avg Close — Range —
Q2 2016
Shares 8,308 Value ($000) $1,749 Avg Close — Range —
Q1 2016
Shares 8,129 Value ($000) $1,680 Avg Close — Range —
Q4 2015
Shares 5,809 Value ($000) $1,190 Avg Close — Range —
Q3 2015
Shares 5,501 Value ($000) $1,060 Avg Close — Range —
Q2 2015
Shares 5,501 Value ($000) $1,140 Avg Close — Range —
Q1 2015
Shares 5,375 Value ($000) $1,117 Avg Close — Range —
Q4 2014
Shares 4,875 Value ($000) $1,008 Avg Close — Range —
Q3 2014
Shares 4,940 Value ($000) $979 Avg Close — Range —
Q2 2014
Shares 4,940 Value ($000) $973 Avg Close — Range —
Q1 2014
Shares 4,940 Value ($000) $929 Avg Close — Range —
Q4 2013
Shares 2,805 Value ($000) $521 Avg Close — Range —