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Home > Insider Trading > Filing (0001976685-24-000176)

Filing Details

Accession Number:: 0001976685-24-000176
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-03-29 12:52:48
Reporting Period:: 2024-03-27

Accepted Time:: 2024-03-29 12:52:48
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1976685	Institutional Investment Strategy Fund	XIVYX	()	000000000

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
2004722	Wenwen Mcelhoe	2261 Market Street #5190 San Francisco CA 94114		Yes	No	No	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Institutional Investment Strategy Fund	Acquisiton	2024-03-27	33,180	$10.21	58,180	No	4	P	Direct
Institutional Investment Strategy Fund	Acquisiton	2024-03-27	28,903	$10.21	87,083	No	4	P	Indirect	By Trust
Institutional Investment Strategy Fund	Acquisiton	2024-03-27	21,812	$10.21	108,895	No	4	P	Indirect	By Trust
Institutional Investment Strategy Fund	Acquisiton	2024-03-27	4,114	$10.21	113,008	No	4	P	Indirect	By Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	P	Direct
No	4	P	Indirect	By Trust
No	4	P	Indirect	By Trust
No	4	P	Indirect	By Trust

Footnotes

The shares are held by a trust fbo a child, dated 2015, for which the Reporting Person is a trustee
The shares are held by a trust fbo a child, dated 2016, for which the Reporting Person is a trustee
The shares are held by a trust fbo a child, dated 2020, for which the Reporting Person is a trustee