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Institutional Investment Strategy Fund - XIVYX
Officers
Directors
Officer & Directors
10 Percent
All
All Sectors
Unknown
Unknown
Unknown
Include option trades
Include indirect trades
Latest data: 12/20/2024 10:22:22 PM
EDGAR CIK
0001976685
1 Month
3 Month
6 Month
1 Year
2 Years
Buy Breakdown
Total $2,600,793
Sell Breakdown
Total $0
No sell transactions for this time period.
Monthly Totals
Transaction
Filed
Name
Type
Shares @ Price
Value
Balance change
Ownership
09/10/2024
09/11/2024
O'neil Brian Stephen
Director
Buy
4,748 @ $10.53
$49,996.44
9,665
(96.57%)
Direct
07/16/2024
07/16/2024
Ghodoosi Arash
President, Principal Executive
Officer
10% owner
Buy
19,708 @ $10.56
$208,116.48
59,952
(48.97%)
Direct
06/07/2024
06/11/2024
Mcelhoe Wenwen
Director
10% owner
Buy
4,454 @ $10.29
$45,831.66
182,654
(2.50%)
Direct
05/08/2024
05/09/2024
O'neil Brian Stephen
Director
Buy
4,916 @ $10.17
$49,995.72
4,916
(1,167,695.96%)
Direct
04/30/2024
05/03/2024
Pauker Matthew
Principal Financial Officer
Officer
10% owner
Buy
1 @ $10.03
$10.03
146,407
(0.00%)
Direct
04/18/2024
04/22/2024
Mcelhoe Wenwen
Director
Buy
4,804 @ $10.01
$48,088.04
178,199
(2.77%)
Direct
03/27/2024
03/29/2024
Mcelhoe Wenwen
Director
Buy
33,179 @ $10.21
$338,757.59
58,180
(132.71%)
Direct
03/20/2024
03/21/2024
Ghodoosi Arash
President, Principal Executive
Officer
Buy
39,254 @ $10.19
$399,998.26
40,243
(3,967.89%)
Direct
03/19/2024
03/21/2024
Ghodoosi Arash
President, Principal Executive
Officer
Buy
989 @ $10.11
$9,998.79
989
(824,166.67%)
Direct
03/06/2024
03/06/2024
Pauker Matthew
Principal Financial Officer
Officer
10% owner
Buy
120,000 @ $10.00
$1,200,000.00
130,000
(1,200.00%)
Direct
03/05/2024
03/06/2024
Mcelhoe Wenwen
Director
Buy
25,000 @ $10.00
$250,000.00
25,000
(100.00%)
Direct