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 |
|---|---|---|---|---|---|
|
Dec 23
2025
|
Matthew Pauker Principal Financial Officer |
SELL
Open market or private sale
|
Direct |
269
-0.17%
|
$3,228
$12.3 P/Share
|
|
Dec 23
2025
|
Arash Ghodoosi President, Principal Executive |
SELL
Open market or private sale
|
Direct |
0
|
$0
$12.3 P/Share
|
|
Dec 22
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
0
|
$0
$12.24 P/Share
|
|
Dec 03
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
2
+0.1%
|
$24
$12.2 P/Share
|
|
Dec 01
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
41
+0.1%
|
$492
$12.19 P/Share
|
|
Nov 03
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
41
+0.1%
|
$492
$12.18 P/Share
|
|
Oct 27
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
0
|
$0
$12.14 P/Share
|
|
Oct 01
2025
|
Arash Ghodoosi President, Principal Executive |
BUY
Open market or private purchase
|
Direct |
41
+0.1%
|
$492
$12.01 P/Share
|
|
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
|
Last 12 Months Summary
Buy / Acquisition
17.6K
Shares
From
3
Insiders
| Open market or private purchase | 17.6K shares |
|---|
Sell / Disposition
270
Shares
From
3
Insiders
| Open market or private sale | 269 shares |
|---|---|
| Open market or private purchase | 1 shares |