IVYIX insider buying and SEC filings, explained
Institutional Investment Strategy Fund · CIK 1976685
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$3K
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Oct 1, 2026 | Purchase (code P) | Arash Ghodoosi (CEO) bought 8 shares at $13.20 ($101), reported as a purchase (code P). Holdings up <1% to 41,647 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Oct 5, 2026, 4:20 PM ET |
| Sep 1, 2026 | Purchase (code P) | Arash Ghodoosi (CEO) bought 8 shares at $13.15 ($101), reported as a purchase (code P). Holdings up <1% to 41,639 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 2, 2026 |
| Aug 3, 2026 | Purchase (code P) | Arash Ghodoosi (CEO) bought 8 shares at $13.07 ($101), reported as a purchase (code P). Holdings up <1% to 41,632 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 4, 2026 |
| Jul 13, 2026 | Purchase (code P) | Arash Ghodoosi (CEO) bought 8 shares at $12.96 ($100), reported as a purchase (code P). Holdings up <1% to 2,026 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jul 17, 2026 |
| Jul 1, 2026 | Purchase (code P) | Arash Ghodoosi (CEO) bought 8 shares at $12.95 ($101), reported as a purchase (code P). Holdings up <1% to 41,624 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jul 2, 2026 |
| Mar 23, 2026 | Other purchase | Arash Ghodoosi (CEO) bought 1 Institutional Investment Strategy - Founder Class Shares at $12.09 ($10), reported as a purchase (code P). Holdings down <1% to 41,608 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 26, 2026 |
| Feb 13, 2026 | Purchase (code P) | Arash Ghodoosi (CEO) bought 0 shares at $12.16 ($5), reported as a purchase (code P). Holdings up <1% to 2,019 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 18, 2026 |
| Jan 2, 2025 | Purchase (code P) | Arash Ghodoosi (CEO) bought 41 shares at $12.15 ($500), reported as a purchase (code P). Holdings up <1% to 41,609 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 5, 2026 |
| Dec 23, 2025 | Sale | Arash Ghodoosi (CEO) sold 1 shares at $12.30 ($10). Holdings down <1% to 41,105 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 29, 2025 |
| Dec 23, 2025 | Sale | Matthew Pauker (CFO and 10% owner) sold 269 shares at $12.30 ($3K). Holdings down <1% to 161,756 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 29, 2025 |
| Dec 22, 2025 | Purchase (code P) | Arash Ghodoosi (CEO) bought 0 shares at $12.24 ($3), reported as a purchase (code P). Holdings up <1% to 1,996 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 23, 2025 |
| Dec 3, 2025 | Purchase (code P) | Arash Ghodoosi (CFO) bought 2 shares at $12.20 ($24), reported as a purchase (code P). Holdings up <1% to 1,995 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 4, 2025 |
| Dec 1, 2025 | Purchase (code P) | Arash Ghodoosi (CEO) bought 41 shares at $12.19 ($500), reported as a purchase (code P). Holdings up <1% to 41,106 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 2, 2025 |
| Nov 3, 2025 | Purchase (code P) | Arash Ghodoosi (CEO) bought 41 shares at $12.18 ($500), reported as a purchase (code P). Holdings up <1% to 41,065 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 5, 2025 |
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
Follow IVYIX in the Insider Ledger app
Get the appA plain-English brief of insider purchases, 8-Ks and red flags at the companies you pick. No account needed.