Filing Details

Accession Number:
0001976685-25-000006
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-03-18 12:36:21
Reporting Period:
2025-03-13
Filing Date:
2025-03-18
Accepted Time:
2025-03-18 12:36:21
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1976685 Institutional Investment Strategy Fund IVYIX () 000000000
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
2004397 Arash Ghodoosi 2261 Market Street
#5190
San Francisco CA 094114
President, Principal Executive No Yes Yes No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Institutional Investment Strategy Fund - Investor Class Shar Acquisiton 2025-03-13 511 $10.76 511 No 4 P Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Direct