Institutional Investment Strategy Fund XIVYX
We take great care to ensure that the data presented and summarized in this overview for Institutional Investment Strategy Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Latest Institutional Activity in XIVYX
Top Purchases
Top Sells
About XIVYX
Insider Transactions at XIVYX
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Sep 02
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
42
+0.1%
|
$462
$11.74 P/Share
|
|
Aug 04
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
8
+0.02%
|
$88
$11.64 P/Share
|
|
Aug 01
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
0
|
$0
$11.56 P/Share
|
|
Jul 28
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
8
+0.02%
|
$88
$11.68 P/Share
|
|
Jul 21
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
8
+0.02%
|
$88
$11.55 P/Share
|
|
Jul 14
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
8
+0.02%
|
$88
$11.52 P/Share
|
|
Jul 07
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
8
+0.02%
|
$88
$11.48 P/Share
|
|
Jul 01
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
0
|
$0
$11.45 P/Share
|
|
Jun 30
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
8
+0.01%
|
$88
$11.46 P/Share
|
|
Jun 23
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
0
|
$0
$11.24 P/Share
|
|
Jun 02
2025
|
Bharath Potti Director |
BUY
Open market or private purchase
|
Direct |
3,477
+40.88%
|
$38,247
$11.15 P/Share
|
|
Apr 28
2025
|
Arash Ghodoosi President, Principal Executive |
SELL
Open market or private purchase
|
Direct |
1
-0.0%
|
$10
$10.77 P/Share
|
|
Apr 14
2025
|
Matthew Pauker Principal Financial Officer |
BUY
Open market or private purchase
|
Direct |
13,378
+7.63%
|
$133,780
$10.64 P/Share
|
|
Mar 13
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
511
+50.0%
|
$5,110
$10.76 P/Share
|
|
Sep 10
2024
|
Brian Stephen O'Neil Director |
BUY
Open market or private purchase
|
Direct |
4,748
+32.94%
|
$47,480
$10.53 P/Share
|
|
Jul 16
2024
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
19,708
+24.74%
|
$197,080
$10.56 P/Share
|
|
Jun 07
2024
|
Wenwen Mc Elhoe Director |
BUY
Open market or private purchase
|
Direct |
4,454
+2.38%
|
$44,540
$10.29 P/Share
|
|
May 08
2024
|
Brian Stephen O'Neil Director |
BUY
Open market or private purchase
|
Direct |
4,916
+50.0%
|
$49,160
$10.17 P/Share
|
|
Apr 30
2024
|
Matthew Pauker Principal Financial Officer |
BUY
Open market or private purchase
|
Direct |
1
+0.0%
|
$10
$10.03 P/Share
|
|
Apr 18
2024
|
Wenwen Mc Elhoe Director |
BUY
Open market or private purchase
|
Direct |
4,804
+2.63%
|
$48,040
$10.01 P/Share
|
Last 12 Months Summary
Buy / Acquisition
17.5K
Shares
From
3
Insiders
| Open market or private purchase | 17.5K shares |
|---|
Sell / Disposition
1
Shares
From
1
Insiders
| Open market or private purchase | 1 shares |
|---|