Insider Trading & Ownership - Institutional Investment Strategy Fund (XIVYX)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for Institutional Investment Strategy Fund
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2025-08-01
Purchase
2025-08-05
1:46 pm
Institutional Investment Strategy FundIVYIXGhodoosi Arash
President, Principal Executive
1$11.56$101,995
(Direct)
View
2025-07-01
Purchase
2025-07-03
3:55 pm
Institutional Investment Strategy FundIVYIXGhodoosi Arash
President, Principal Executive
0$11.45$51,994
(Direct)
View
2025-03-13
Purchase
2025-03-18
12:36 pm
Institutional Investment Strategy FundIVYIXGhodoosi Arash
President, Principal Executive
10% Owner
511$10.76$5,500511
(Direct)
View
2024-09-10
Purchase
2024-09-11
1:59 pm
Institutional Investment Strategy FundXIVYXO'Neil Brian Stephen
Director
4,748$10.53$50,0019,665
(Direct)
View
2024-07-16
Purchase
2024-07-16
8:31 pm
Institutional Investment Strategy FundXIVYXGhodoosi Arash
President, Principal Executive
10% Owner
19,708$10.56$208,11959,952
(Direct)
View
2024-06-07
Purchase
2024-06-11
6:35 pm
Institutional Investment Strategy FundXIVYXMcElhoe Wenwen
Director
10% Owner
4,454$10.29$45,836182,654
(Direct)
View
2024-05-08
Purchase
2024-05-09
3:02 pm
Institutional Investment Strategy FundXIVYXO'Neil Brian Stephen
Director
4,916$10.17$50,0004,916
(Direct)
View
2024-04-30
Purchase
2024-05-03
5:14 pm
Institutional Investment Strategy FundXIVYXPauker Matthew
Principal Financial Officer
10% Owner
2$10.03$15146,407
(Direct)
View
2024-04-18
Purchase
2024-04-22
12:45 pm
Institutional Investment Strategy FundXIVYXMcElhoe Wenwen
Director
4,805$10.01$48,097178,199
(Direct)
View
2024-04-01
Purchase
2024-04-15
1:05 pm
Institutional Investment Strategy FundXIVYXPauker Matthew
Principal Financial Officer
16,406$10.2$167,337146,406
(Direct)
View
2024-03-27
Purchase
2024-03-29
12:52 pm
Institutional Investment Strategy FundXIVYXMcElhoe Wenwen
Director
88,008$10.21$898,565171,188
(Indirect
Direct)
View
2024-03-19
Purchase
2024-03-21
2:06 pm
Institutional Investment Strategy FundXIVYXGhodoosi Arash
President, Principal Executive
40,243$10.19$410,00040,243
(Direct)
View
2024-03-05
Purchase
2024-03-06
3:21 pm
Institutional Investment Strategy FundXIVYXMcElhoe Wenwen
Director
25,000$10$250,00025,000
(Direct)
View
2024-03-06
Purchase
2024-03-06
1:06 pm
Institutional Investment Strategy FundXIVYXPauker Matthew
Principal Financial Officer
10% Owner
120,000$10$1,200,000130,000
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing

Ownership
2024-03-08
09:22 am
N/A
N/A
Institutional Investment Strategy FundO'Neil Brian Stephen
Director
0$00
(Direct)
View

Ownership
2024-03-07
5:57 pm
N/A
N/A
Institutional Investment Strategy FundWeiner Ross Mitchell
Director
0$00
(Direct)
View

Ownership
2024-03-07
12:55 pm
N/A
N/A
Institutional Investment Strategy FundPotti Bharath
Director
0$00
(Direct)
View

Ownership
2024-03-07
12:52 pm
N/A
N/A
Institutional Investment Strategy FundGhodoosi Arash
President, Principal Executive
0$00
(Direct)
View

Ownership
2024-03-04
09:07 am
N/A
N/A
Institutional Investment Strategy FundMcElhoe Wenwen
Director
0$00
(Direct)
View

Ownership
2023-12-27
09:34 am
N/A
N/A
Institutional Investment Strategy FundPauker Matthew
Treas & Principal Fin. Officer
10% Owner
0$010,000
(Direct)
View