IVYIX insider transaction filings
Institutional Investment Strategy Fund — 8 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-07-17. Screen IVYIX transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 1 Form 4 filing. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing by 1 insider — 8 shares, $100 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: purchase of 8 shares @ $12.96 ($100) by Ghodoosi Arash, filed 2026-07-17.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Ghodoosi Arash — President, Principal Executive | 1 | 1 leg · 8 sh · $100 | — | — |
Recent Form 4 filings — Institutional Investment Strategy Fund
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-17 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 7.72 @ $12.96 | EDGAR |
| 2026-02-18 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 0.41 @ $12.16 | EDGAR |
| 2025-12-23 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 0.25 @ $12.24 | EDGAR |
| 2025-12-04 | 4 | Ghodoosi Arash — Principal Financial Officer | Purchase (P): 2 @ $12.20 | EDGAR |
| 2025-10-29 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 0.25 @ $12.14 | EDGAR |
| 2025-08-05 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 0.86 @ $11.56 | EDGAR |
| 2025-07-03 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 0.09 @ $11.45 · Purchase (P): 0.44 @ $11.45 | EDGAR |
| 2025-03-18 | 4 | Ghodoosi Arash — President, Principal Executive, 10% owner | Purchase (P): 511.15 @ $10.76 | EDGAR |
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