IVY FDS INC HI INC FD CL I - MUTUAL Institutional Ownership

CUSIP: 466000122

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2023

Type / Class
Equity / MUTUAL
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 466000122?
CUSIP 466000122 identifies 466000122 - IVY FDS INC HI INC FD CL I - MUTUAL in SEC 13F datasets.

Where can I see the latest institutional holders?
Use the ownership history tables below to review the newest available institutional filing periods.

Institutional Holders of IVY FDS INC HI INC FD CL I - MUTUAL across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2023 Q1 0 $0 -$405,218 0
2022 Q4 69,625 $405,218 +$397,943 $5.82 2
2022 Q3 1,250 $7,000 -$422,000 $5.60 1
2022 Q2 74,604 $429,188 +$422,000 $5.75 2
2022 Q1 1,250 $8,413 $6.73 1
2021 Q4 1,250 $8,788 $7.03 1
2021 Q3 1,250 $8,913 -$605,000 $7.13 1
2021 Q2 85,630 $613,963 +$601,494 $7.17 2
2021 Q1 1,739 $12,556 $7.22 1
2020 Q4 1,739 $12,225 +$12,225 $7.03 1
2018 Q1 0 $0 -$2,036,000 0
2017 Q4 269,355 $2,036,000 $7.56 1
2017 Q3 269,355 $2,052,000 $7.62 1
2017 Q2 269,355 $2,052,000 $7.62 1
2017 Q1 269,355 $2,047,000 $7.60 1
2016 Q4 269,355 $2,017,000 $7.49 1
2016 Q3 269,355 $1,988,000 $7.38 1
2016 Q2 269,355 $1,926,000 -$95,644 $7.15 1
2016 Q1 282,731 $1,954,000 $6.91 1
2015 Q4 282,731 $1,962,000 +$1,962,000 $6.94 1
2015 Q3 0 $0 -$3,830,360 0
2015 Q2 437,755 $3,830,360 +$936,537 $8.75 1
2015 Q1 332,508 $2,689,000 -$10,736,040 $8.08 2
2014 Q4 695,922 $13,417,373 +$1,054,170 $8.07 3
2014 Q3 594,974 $5,057,351 +$1,022,937 $8.50 2
2014 Q2 474,637 $4,157,820 +$323,086 $8.76 1
2014 Q1 437,755 $3,830,360 +$8,234 $8.75 1