Arash Ghodoosi - 01 Aug 2025 Form 4 Insider Report for Institutional Investment Strategy Fund (IVYIX)

Signature
Arash Ghodoosi
Issuer symbol
IVYIX
Transactions as of
01 Aug 2025
Transactions value $
$10
Form type
4
Filing time
05 Aug 2025, 13:46:15 UTC
Previous filing
29 Jul 2025
Next filing
07 Aug 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Ghodoosi Arash President, Principal Executive 2261 MARKET STREET, #5190, SAN FRANCISCO Arash Ghodoosi 05 Aug 2025 0002004397

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVYIX Institutional Investment Strategy Fund - Investor Class Shar Purchase $10.00 +0.865 +0.04% $11.56 2K 01 Aug 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.