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4//SEC Filing

Potti Bharath 4

Accession 0002014420-25-000001

CIK 0001976685other

View on SEC.gov Company Profile

Filed

Jul 14, 8:00 PM ET

Accepted

Jul 15, 3:09 PM ET

Size

5.9 KB

Accession

0002014420-25-000001

Insider Transaction Report

Form 4

Period: 2025-06-02

Institutional Investment Strategy FundXIVYX

Director

Transactions

Purchase
Institutional Investment Strategy - Founder Class Shares
2025-06-02$11.15/sh+1,619.998$18,063→ 3,478.437 total
Purchase
Institutional Investment Strategy - Founder Class Shares
2025-06-02$11.15/sh+1,858.439$20,722→ 1,858.439 total

Documents

1 file

4
primary_doc.xmlPrimary
PRIMARY DOCUMENT

Issuer

Institutional Investment Strategy Fund

CIK 0001976685

Entity typeother

Related Parties

1

filerCIK 0002014420

Filing Metadata

Form type: 4
Filed: Jul 14, 8:00 PM ET
Accepted: Jul 15, 3:09 PM ET
Size: 5.9 KB

View on SEC.gov