XIVYX

Institutional Investment Strategy Fund

Insider trading activity for Institutional Investment Strategy Fund, straight from SEC Form 4 filings. Net figures below count open-market buys and sales only — grants, option exercises and tax withholding are excluded because they are compensation, not decisions to trade.

Past 3 months

+$403

net buying

Bought(4 · 1 insiders): $403
Sold(0 · 0 insiders): $0

Past 6 months

+$403

net buying

Bought(4 · 1 insiders): $403
Sold(0 · 0 insiders): $0

Past 12 months

-$1.4K

net selling

Bought(11 · 1 insiders): $1.9K
Sold(2 · 2 insiders): $3.3K

Transaction history

The 30 most recent Form 4 transactions.

Open in screener →

Insider transactions, newest first: date, security, transaction type, size and a link to the filing each row came from.
Date	Insider	Role	Type	Shares	Price	Value	Δ Own	Filing
Sep 1	Ghodoosi Arash	President, Principal…	PBUY	7.68	$13.15	$101	+<0.1%	Open the original filing on SEC.gov
Aug 3	Ghodoosi Arash	President, Principal…	PBUY	7.73	$13.07	$101	+<0.1%	Open the original filing on SEC.gov
Jul 13	Ghodoosi Arash	President, Principal…	PBUY	7.72	$12.96	$100	+0.4%	Open the original filing on SEC.gov
Jul 1	Ghodoosi Arash	President, Principal…	PBUY	7.8	$12.95	$101	+<0.1%	Open the original filing on SEC.gov
Mar 23	Ghodoosi Arash	President, Principal…	PBUY	0.83	$12.09	$10	0.0%	Open the original filing on SEC.gov
Feb 13	Ghodoosi Arash	President, Principal…	PBUY	0.41	$12.16	$5	+<0.1%	Open the original filing on SEC.gov
Dec 23, 2025	Pauker Matthew	Principal Financial…	SSELL	269.08	$12.30	$3.3K	-0.2%	Open the original filing on SEC.gov
Dec 23, 2025	Ghodoosi Arash	President, Principal…	SSELL	0.81	$12.30	$10	0.0%	Open the original filing on SEC.gov
Dec 22, 2025	Ghodoosi Arash	President, Principal…	PBUY	0.25	$12.24	$3	+<0.1%	Open the original filing on SEC.gov
Dec 3, 2025	Ghodoosi Arash	Principal Financial…	PBUY	2	$12.20	$24	+0.1%	Open the original filing on SEC.gov
Dec 1, 2025	Ghodoosi Arash	President, Principal…	PBUY	41.02	$12.19	$500	+0.1%	Open the original filing on SEC.gov
Nov 3, 2025	Ghodoosi Arash	President, Principal…	PBUY	41.05	$12.18	$500	+0.1%	Open the original filing on SEC.gov
Oct 27, 2025	Ghodoosi Arash	President, Principal…	PBUY	0.25	$12.14	$3	+<0.1%	Open the original filing on SEC.gov
Oct 1, 2025	Ghodoosi Arash	President, Principal…	PBUY	41.63	$12.01	$500	+0.1%	Open the original filing on SEC.gov
Sep 2, 2025	Ghodoosi Arash	President, Principal…	PBUY	42.59	$11.74	$500	+0.1%	Open the original filing on SEC.gov
Aug 4, 2025	Ghodoosi Arash	President, Principal…	PBUY	8.59	$11.64	$100	+<0.1%	Open the original filing on SEC.gov
Aug 1, 2025	Ghodoosi Arash	President, Principal…	PBUY	0.87	$11.56	$10	+<0.1%	Open the original filing on SEC.gov
Jul 28, 2025	Ghodoosi Arash	President, Principal…	PBUY	8.56	$11.68	$100	+<0.1%	Open the original filing on SEC.gov
Jul 21, 2025	Ghodoosi Arash	President, Principal…	PBUY	8.66	$11.55	$100	+<0.1%	Open the original filing on SEC.gov
Jul 14, 2025	Ghodoosi Arash	President, Principal…	PBUY	8.68	$11.52	$100	+<0.1%	Open the original filing on SEC.gov
Jul 7, 2025	Ghodoosi Arash	President, Principal…	PBUY	8.71	$11.48	$100	+<0.1%	Open the original filing on SEC.gov
Jul 1, 2025	Ghodoosi Arash	President, Principal…	PBUY	0.44	$11.45	$5	+<0.1%	Open the original filing on SEC.gov
Jun 30, 2025	Ghodoosi Arash	President, Principal…	PBUY	8.73	$11.46	$100	+<0.1%	Open the original filing on SEC.gov
Jun 30, 2025	Ghodoosi Arash	President, Principal…	PBUY	0.09	$11.45	$1	0.0%	Open the original filing on SEC.gov
Jun 23, 2025	Ghodoosi Arash	President, Principal…	PBUY	0.89	$11.24	$10	0.0%	Open the original filing on SEC.gov
Jun 2, 2025	Potti Bharath	Director	PBUY	1,620	$11.15	$18.1K	+87.2%	Open the original filing on SEC.gov
Jun 2, 2025	Potti Bharath	Director	PBUY	1,858.44	$11.15	$20.7K	—	Open the original filing on SEC.gov
Apr 28, 2025	Ghodoosi Arash	President, Principal…	PBUY	1	$10.77	$11	0.0%	Open the original filing on SEC.gov
Apr 14, 2025	Pauker Matthew	Principal Financial…	PBUY	13,378.83	$10.64	$142.4K	+9.0%	Open the original filing on SEC.gov
Jan 2, 2025	Ghodoosi Arash	President, Principal…	PBUY	41.15	$12.15	$500	+0.1%	Open the original filing on SEC.gov

PBUY$101

Ghodoosi Arash · President, Princip…Sep 1

7.68 sh @ $13.15 · +<0.1% own

PBUY$101

Ghodoosi Arash · President, Princip…Aug 3

7.73 sh @ $13.07 · +<0.1% own

PBUY$100

Ghodoosi Arash · President, Princip…Jul 13

7.72 sh @ $12.96 · +0.4% own

PBUY$101

Ghodoosi Arash · President, Princip…Jul 1

7.8 sh @ $12.95 · +<0.1% own

PBUY$10

Ghodoosi Arash · President, Princip…Mar 23

0.83 sh @ $12.09 · 0.0% own

PBUY$5

Ghodoosi Arash · President, Princip…Feb 13

0.41 sh @ $12.16 · +<0.1% own

SSELL$3.3K

Pauker Matthew · Principal Financia…Dec 23, 2025

269.08 sh @ $12.30 · -0.2% own

SSELL$10

Ghodoosi Arash · President, Princip…Dec 23, 2025

0.81 sh @ $12.30 · 0.0% own

PBUY$3

Ghodoosi Arash · President, Princip…Dec 22, 2025

0.25 sh @ $12.24 · +<0.1% own

PBUY$24

Ghodoosi Arash · Principal Financia…Dec 3, 2025

2 sh @ $12.20 · +0.1% own

PBUY$500

Ghodoosi Arash · President, Princip…Dec 1, 2025

41.02 sh @ $12.19 · +0.1% own

PBUY$500

Ghodoosi Arash · President, Princip…Nov 3, 2025

41.05 sh @ $12.18 · +0.1% own

PBUY$3

Ghodoosi Arash · President, Princip…Oct 27, 2025

0.25 sh @ $12.14 · +<0.1% own

PBUY$500

Ghodoosi Arash · President, Princip…Oct 1, 2025

41.63 sh @ $12.01 · +0.1% own

PBUY$500

Ghodoosi Arash · President, Princip…Sep 2, 2025

42.59 sh @ $11.74 · +0.1% own

PBUY$100

Ghodoosi Arash · President, Princip…Aug 4, 2025

8.59 sh @ $11.64 · +<0.1% own

PBUY$10

Ghodoosi Arash · President, Princip…Aug 1, 2025

0.87 sh @ $11.56 · +<0.1% own

PBUY$100

Ghodoosi Arash · President, Princip…Jul 28, 2025

8.56 sh @ $11.68 · +<0.1% own

PBUY$100

Ghodoosi Arash · President, Princip…Jul 21, 2025

8.66 sh @ $11.55 · +<0.1% own

PBUY$100

Ghodoosi Arash · President, Princip…Jul 14, 2025

8.68 sh @ $11.52 · +<0.1% own

PBUY$100

Ghodoosi Arash · President, Princip…Jul 7, 2025

8.71 sh @ $11.48 · +<0.1% own

PBUY$5

Ghodoosi Arash · President, Princip…Jul 1, 2025

0.44 sh @ $11.45 · +<0.1% own

PBUY$100

Ghodoosi Arash · President, Princip…Jun 30, 2025

8.73 sh @ $11.46 · +<0.1% own

PBUY$1

Ghodoosi Arash · President, Princip…Jun 30, 2025

0.09 sh @ $11.45 · 0.0% own

PBUY$10

Ghodoosi Arash · President, Princip…Jun 23, 2025

0.89 sh @ $11.24 · 0.0% own

PBUY$18.1K

Potti Bharath · DirectorJun 2, 2025

1,620 sh @ $11.15 · +87.2% own

PBUY$20.7K

Potti Bharath · DirectorJun 2, 2025

1,858.44 sh @ $11.15

PBUY$11

Ghodoosi Arash · President, Princip…Apr 28, 2025

1 sh @ $10.77 · 0.0% own

PBUY$142.4K

Pauker Matthew · Principal Financia…Apr 14, 2025

13,378.83 sh @ $10.64 · +9.0% own

PBUY$500

Ghodoosi Arash · President, Princip…Jan 2, 2025

41.15 sh @ $12.15 · +0.1% own

Filing record

How quickly insiders here report their trades. Section 16 allows two business days from the transaction.

4 of 28 filings we hold were filed after the two-business-day deadline. The furthest past the deadline was 247 business days late.

Form 4 filings made after the two-business-day deadline, with the transaction date, the filing date and the number of business days between them.
Traded	Filed	Insider	Past deadline	Largest line	Source
Jan 2, 2025	Jan 4	Ghodoosi ArashPresident, Principal Executive	247days · about 12 months	$500	Filing ↗
Jun 2, 2025	Jul 14, 2025	Potti BharathDirector	26days	$20.7K	Filing ↗
Apr 14, 2025	May 5, 2025	Pauker MatthewPrincipal Financial Officer	13days	$142.4K	Filing ↗
Jul 13	Jul 16	Ghodoosi ArashPresident, Principal Executive	1day	$100	Filing ↗

Ghodoosi ArashPresident, Principal Executive

247days · about 12 months

Traded Jan 2, 2025 · filed Jan 4Filing ↗

Potti BharathDirector

26days

Traded Jun 2, 2025 · filed Jul 14, 2025Filing ↗

Pauker MatthewPrincipal Financial Officer

13days

Traded Apr 14, 2025 · filed May 5, 2025Filing ↗

Ghodoosi ArashPresident, Principal Executive

1day

Traded Jul 13 · filed Jul 16Filing ↗

Counted in business days from the transaction date, or the deemed execution date where the filing reports one, excluding weekends and federal holidays. How this is measured · All late filings

Insiders at this company

Everyone who has filed a Form 4 for this issuer.