- Company List - I
- XIVYX
Insider Trading activities at Institutional Investment Strategy Fund (XIVYX)
Insider trading activities (stock purchases, sales, and option exercises)
reported by insiders of Institutional Investment Strategy Fund (XIVYX)
since 2024 are shown in Table 1 and Table 2.
Table 1 shows the monthly insider trading data of Institutional Investment Strategy Fund.
Table 2 shows the detailed insider transactions.
This company's CIK number is 1976685.
Total stock buying since 2024: $3,515,596.
Total stock sales since 2024: $0.
Total stock option exercises since 2024: $0.
Table 1. Yearly summary of insider stock purchases, sales, and option exercises
at Institutional Investment Strategy Fund (XIVYX).
|
Insider Buying |
Insider Sales |
Option Exercises |
| Year |
Shares | Value |
Shares | Value |
Shares | Value |
| 2025 | 17,458 | $187,673 | 0 | $0 | 0 | $0 |
| 2024 | 328,287 | $3,327,923 | 0 | $0 | 0 | $0 |
Table 2. Monthly summary of insider trading at Institutional Investment Strategy Fund (XIVYX).
| Trading Period |
Insider Buying |
Insider Sales |
Option Exercises |
| year-month |
Shares | Value |
Shares | Value |
Shares | Value |
| 2025-09 | 42 | $493 | 0 | $0 | 0 | $0 |
| 2025-08 | 8 | $93 | 0 | $0 | 0 | $0 |
| 2025-07 | 32 | $368 | 0 | $0 | 0 | $0 |
| 2025-06 | 3,486 | $38,870 | 0 | $0 | 0 | $0 |
| 2025-04 | 13,379 | $142,351 | 0 | $0 | 0 | $0 |
| 2025-03 | 511 | $5,498 | 0 | $0 | 0 | $0 |
| 2024-09 | 4,748 | $49,996 | 0 | $0 | 0 | $0 |
| 2024-07 | 19,708 | $208,116 | 0 | $0 | 0 | $0 |
| 2024-06 | 4,454 | $45,831 | 0 | $0 | 0 | $0 |
| 2024-05 | 4,916 | $49,995 | 0 | $0 | 0 | $0 |
| 2024-04 | 21,210 | $215,428 | 0 | $0 | 0 | $0 |
| 2024-03 | 273,251 | $2,758,557 | 0 | $0 | 0 | $0 |
Table 3. Detailed insider trading at Institutional Investment Strategy Fund (XIVYX)
| Trade Date |
Insider Name |
Trade Type |
Shares |
Price ($) |
Value ($) |
| 2025-09-02 | Ghodoosi Arash (President, Principal Executive) | Buy | 42 | 11.74 | 493 |
| 2025-08-04 | Ghodoosi Arash (President, Principal Executive) | Buy | 8 | 11.64 | 93 |
| 2025-08-01 | Ghodoosi Arash (President, Principal Executive) | Buy | 0 | 11.56 | 0 |
| 2025-07-28 | Ghodoosi Arash (President, Principal Executive) | Buy | 8 | 11.68 | 93 |
| 2025-07-21 | Ghodoosi Arash (President, Principal Executive) | Buy | 8 | 11.55 | 92 |
| 2025-07-14 | Ghodoosi Arash (President, Principal Executive) | Buy | 8 | 11.52 | 92 |
| 2025-07-07 | Ghodoosi Arash (President, Principal Executive) | Buy | 8 | 11.48 | 91 |
| 2025-07-01 | Ghodoosi Arash (President, Principal Executive) | Buy | 0 | 11.45 | 0 |
| 2025-06-30 | Ghodoosi Arash (President, Principal Executive) | Buy | 8 | 11.46 | 91 |
| 2025-06-23 | Ghodoosi Arash (President, Principal Executive) | Buy | 0 | 11.24 | 0 |
| 2025-06-02 | Potti Bharath (Director) | Buy | 3,478 | 11.15 | 38,779 |
| 2025-04-28 | Ghodoosi Arash (President, Principal Executive) | Buy | 1 | 10.77 | 10 |
| 2025-04-14 | Pauker Matthew (Principal Financial Officer) | Buy | 13,378 | 10.64 | 142,341 |
| 2025-03-13 | Ghodoosi Arash (President, Principal Executive) | Buy | 511 | 10.76 | 5,498 |
| 2024-09-10 | O'neil Brian Stephen (Director) | Buy | 4,748 | 10.53 | 49,996 |
| 2024-07-16 | Ghodoosi Arash (President, Principal Executive) | Buy | 19,708 | 10.56 | 208,116 |
| 2024-06-07 | Mcelhoe Wenwen (Director) | Buy | 4,454 | 10.29 | 45,831 |
| 2024-05-08 | O'neil Brian Stephen (Director) | Buy | 4,916 | 10.17 | 49,995 |
| 2024-04-30 | Pauker Matthew (Principal Financial Officer) | Buy | 1 | 10.03 | 10 |
| 2024-04-18 | Mcelhoe Wenwen (Director) | Buy | 4,804 | 10.01 | 48,088 |
| 2024-04-08 | Pauker Matthew (Other) | Buy | 10 | 10.17 | 101 |
| 2024-04-01 | Pauker Matthew (Other) | Buy | 16,395 | 10.20 | 167,229 |
| 2024-03-27 | Mcelhoe Wenwen (Director) | Buy | 88,008 | 10.21 | 898,561 |
| 2024-03-20 | Ghodoosi Arash (President, Principal Executive) | Buy | 39,254 | 10.19 | 399,998 |
| 2024-03-19 | Ghodoosi Arash (President, Principal Executive) | Buy | 989 | 10.11 | 9,998 |
| 2024-03-06 | Pauker Matthew (Principal Financial Officer) | Buy | 120,000 | 10.00 | 1,200,000 |
| 2024-03-05 | Mcelhoe Wenwen (Director) | Buy | 25,000 | 10.00 | 250,000 |
Insider trading activities including stock purchases, stock sales, and option exercises
of XIVYX listed in the above tables cannot be completely guaranteed as to their accuracy.
For more insider trading information of Institutional Investment Strategy Fund (symbol XIVYX,
CIK number 1976685) see
the Securities and Exchange Commission (SEC) website.