Joel Isaacson & Co., LLC's ownership history for XLK

Joel Isaacson & Co., LLC currently holds 97.4K shares with a market value of $27.5M. It started holding XLK on 2024-09-30. At its peak, it held 98.2K shares on 2025-03-31. Its highest holding value was $27.5M on 2025-09-30. At its lowest, it held 96.9K shares on 2024-12-31, with a value of $20.3M on 2025-03-31. In the recent 180 days, Joel Isaacson & Co., LLC has decreased its shares by 787. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 278.