CIK 0001976685
IVYIX Institutional Investment Strategy Fund
Insider trading from SEC Form 4. Last filing 8 d ago.
Institutional Investment Strategy Fund (IVYIX) has 27 SEC Form 4 filings on file from 3 insiders, the latest filed on Oct 5, 2026. In the last 90 days insiders made 2 open-market buys worth $202 and 0 open-market sells worth $0, net +$202.
27 open-market trades have been scored at IVYIX. The newest: Arash Ghodoosi (President, Principal Executive) bought $101 of stock on Oct 1, 2026, filed Oct 5, 2026, scored 20 (weak). The largest of the 27 shown: Matthew Pauker (Principal Financial Officer) bought $142k on Apr 14, 2025, scored 37 (weak). 2 insiders sold within 14 days of each other around Dec 23, 2025.
Last 90 days
Signals
Open-market buys and sells at Institutional Investment Strategy Fund, scored.
| Score | Insider | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $101 8 shares | +0% | - | |
| 15Weak | Arash Ghodoosi President, Principal Executive buy | $101 8 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $10 1 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $5 0 shares | +0% | - | |
| 15Weak | Arash Ghodoosi President, Principal Executive buy | $500 41 shares | +0% | - | |
| 28Weak | Arash Ghodoosi President, Principal Executive sell | $10 1 shares | -0% | - | |
| 23Weak | Matthew Pauker Principal Financial Officer sell | $3,310 269 shares | -0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $3 0 shares | +0% | - | |
| 15Weak | Arash Ghodoosi Principal Financial Officer buy | $24 2 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $500 41 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $500 41 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $3 0 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $500 42 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $500 43 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $100 9 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $10 1 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $100 9 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $100 9 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $100 9 shares | +0% | - | |
| 29Weak | Bharath Potti director buy | $39k 3,478 shares | - | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $100 9 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $6 1 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $100 9 shares | +0% | - | |
| 20Weak | Arash Ghodoosi President, Principal Executive buy | $10 1 shares | +0% | - | |
| 37Weak | Matthew Pauker Principal Financial Officer buy | $142k 13,379 shares | +9% | - | |
| 28Weak | Arash Ghodoosi President, Principal Executive buy | $11 1 shares | +0% | - | |
| 28Weak | Arash Ghodoosi President, Principal Executive buy | $5,500 511 shares | - | - |
Transactions
Every row filed, 29 in all.
| Date | Insider | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Founder Class Share | +8 | $13.20 | $101 | 41,647 | 8 d ago |
| Sep 1, 2026 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Founder Class Share | +8 | $13.15 | $101 | 41,639 | 41 d ago |
| Mar 23, 2026 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | -1 | $12.09 | $10 | 41,608 | Mar 26, 2026 |
| Feb 13, 2026 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Investor Class Shar | +0 | $12.16 | $5 | 2,019 | Feb 18, 2026 |
| Jan 2, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +41 | $12.15 | $500 | 41,609 | Jan 5, 2026 |
| Dec 23, 2025 | Matthew Pauker Principal Financial Officer | SOpen-market sale Institutional Investment Strategy - Founder Class Shares | -269 | $12.30 | $3,310 | 161,756 | Dec 29, 2025 |
| Dec 23, 2025 | Arash Ghodoosi President, Principal Executive | SOpen-market sale Institutional Investment Strategy - Founder Class Shares | -1 | $12.30 | $10 | 41,105 | Dec 29, 2025 |
| Dec 22, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Investor Class Shar | +0 | $12.24 | $3 | 1,996 | Dec 23, 2025 |
| Dec 3, 2025 | Arash Ghodoosi Principal Financial Officer | POpen-market purchase Institutional Investment Strategy Fund - Investor Class Shar | +2 | $12.20 | $24 | 1,995 | Dec 4, 2025 |
| Dec 1, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +41 | $12.19 | $500 | 41,106 | Dec 2, 2025 |
| Nov 3, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +41 | $12.18 | $500 | 41,065 | Nov 5, 2025 |
| Oct 27, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Investor Class Shar | +0 | $12.14 | $3 | 1,995 | Oct 29, 2025 |
| Oct 1, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +42 | $12.01 | $500 | 41,024 | Oct 3, 2025 |
| Sep 2, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +43 | $11.74 | $500 | 40,982 | Sep 3, 2025 |
| Aug 4, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +9 | $11.64 | $100 | 40,939 | Aug 7, 2025 |
| Aug 1, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Investor Class Shar | +1 | $11.56 | $10 | 1,995 | Aug 5, 2025 |
| Jul 28, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +9 | $11.68 | $100 | 40,931 | Jul 29, 2025 |
| Jul 21, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +9 | $11.55 | $100 | 40,922 | Jul 22, 2025 |
| Jul 14, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +9 | $11.52 | $100 | 40,914 | Jul 15, 2025 |
| Jun 2, 2025 | Bharath Potti director | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +1,858 | $11.15 | $21k | 1,858 | Jul 15, 2025 |
| Jun 2, 2025 | Bharath Potti director | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +1,620 | $11.15 | $18k | 3,478 | Jul 15, 2025 |
| Jul 7, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +9 | $11.48 | $100 | 40,905 | Jul 10, 2025 |
| Jun 30, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +0 | $11.45 | $1 | 1,994 | Jul 3, 2025 |
| Jul 1, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Investor Class Shar | +0 | $11.45 | $5 | 1,994 | Jul 3, 2025 |
| Jun 30, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +9 | $11.46 | $100 | 40,896 | Jul 1, 2025 |
| Jun 23, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +1 | $11.24 | $10 | 62,904 | Jun 24, 2025 |
| Apr 14, 2025 | Matthew Pauker Principal Financial Officer | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +13,379 | $10.64 | $142k | 162,026 | May 6, 2025 |
| Apr 28, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | -1 | $10.77 | $11 | 40,887 | Apr 30, 2025 |
| Mar 13, 2025 | Arash Ghodoosi President, Principal Executive | POpen-market purchase Institutional Investment Strategy Fund - Investor Class Shar | +511 | $10.76 | $5,500 | 511 | Mar 18, 2025 |
Insiders
Everyone who has filed a Form 4 here.
- Arash GhodoosiPresident, Principal Executive
- Matthew PaukerPrincipal Financial Officer
- Bharath Pottidirector
Questions about IVYIX
Answered from the filings on this page, as of the latest one.
Are insiders buying IVYIX?
As of Oct 5, 2026, SEC Form 4 filings show 2 open-market buys worth $202 by 1 insider and 0 open-market sells worth $0 by 0 insiders at Institutional Investment Strategy Fund in the last 90 days, net +$202. Only purchases (code P) and sales (code S) count; grants, option exercises and tax withholding do not.
Who was the last insider to trade IVYIX on the open market?
Arash Ghodoosi (President, Principal Executive) bought $101 of IVYIX on Oct 1, 2026 and filed the Form 4 on Oct 5, 2026. InsiderTell scored 20 (weak).
How many insiders file Form 4 at Institutional Investment Strategy Fund?
3 people have filed a Form 4 at Institutional Investment Strategy Fund, among them Arash Ghodoosi (President, Principal Executive), Matthew Pauker (Principal Financial Officer), Bharath Potti (director). Officers, directors and holders of more than 10% of a share class must report their trades within two business days.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.