IVY FDS INC HI INC FD CL I - MUTUAL

CUSIP: 466000122

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / MUTUAL
Total 13F shares
69,625
Share change
+68,375
Total reported value
$405,218
Price per share
$5.82
Number of holders
2
Value change
+$397,943
Number of buys
1

Quarterly Holders Quick Answers

What is CUSIP 466000122?
CUSIP 466000122 identifies 466000122 - IVY FDS INC HI INC FD CL I - MUTUAL in SEC institutional holdings data.

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Institutional Holders of IVY FDS INC HI INC FD CL I - MUTUAL as of Q4 2022

As of 31 Dec 2022, IVY FDS INC HI INC FD CL I - MUTUAL was held by 2 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 69,625 shares. The largest 2 holders included Kovack Advisors, Inc. and Estabrook Capital Management. This page lists 2 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.