Institutional Investment Strategy Fund·4

Jul 2, 7:44 PM ET

Ghodoosi Arash 4

4 · Institutional Investment Strategy Fund · Filed Jul 2, 2026

Research Summary

AI-generated summary of this filing

Updated

XIVYX President Arash Ghodoosi Buys Stock (Open Market)

What Happened
Arash Ghodoosi, President and Principal Executive Officer of Institutional Investment Strategy Fund (ticker XIVYX), made an open-market purchase of 7.799 shares on 2026-07-01 at $12.95 per share, for a total transaction value of approximately $101. This was a purchase (transaction code P), which retail investors often view as a modestly positive signal compared with insider sales, though the amount is small.

Key Details

  • Transaction date: 2026-07-01; filing date: 2026-07-02 (filing appears timely).
  • Price: $12.95 per share; Shares acquired: 7.799; Total value: ~$101.
  • Transaction type: Open market purchase (code P).
  • Shares owned after transaction: Not specified in the provided filing summary.
  • No footnotes, 10b5-1 plan, tax-withholding, or other special conditions were indicated in the supplied data.

Context
This was a small, straightforward open-market buy by a company insider. Purchases can be more informative than sales, but given the modest dollar amount here, this likely reflects a routine personal purchase rather than a material shift in insider ownership.

Insider Transaction Report

Form 4
Period: 2026-07-01
Ghodoosi Arash
President, Principal Executive
Transactions
  • Purchase

    Institutional Investment Strategy Fund - Founder Class Share

    2026-07-01$12.95/sh+7.799$10141,623.821 total
Signature
Arash Ghodoosi|2026-07-02

Documents

1 file
  • 4
    primary_doc.xmlPrimary

    PRIMARY DOCUMENT