← United States · Coverage record
US · SEC FORM 4
Institutional Investment Strategy Fund
XIVYX · — · CIK 0001976685 · Closed-End Funds
INSIDER SIGNAL
5 qualifying P purchase groups
in the current 180-day scoring window
5 Form 4 transaction lines observed in the same window
0 sales · 0 option, withholding, award, gift or other lines
WHY NO ACTIVE SIGNAL?
Score anatomy
No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.
Why is there no score?
- No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
- Sales and other Form 4 activity remain visible as context and do not create a negative score.
Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.
Purchase breadth & concentration
Roles in the peak window: President, Principal Executive. Concentration uses priced qualifying P lines only and does not change the saved score.
Insider activity timeline
Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.
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SIGNAL HISTORY
Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2026-10-01 · Ghodoosi Arash.
Recent Form 4 activity
P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.
Market context
Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.
Short interest
The FINRA report lists no short interest for this ticker.
FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.
Historical equity purchases
Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.
| Transaction date | Reporting owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.20 | USD 101 | SEC filing ↗ |
| 2026-09-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.15 | USD 101 | SEC filing ↗ |
| 2026-08-03 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.07 | USD 101 | SEC filing ↗ |
| 2026-07-13 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investo Class Share | 8 | USD 12.96 | USD 100 | SEC filing ↗ |
| 2026-07-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 12.95 | USD 101 | SEC filing ↗ |
| 2026-03-23 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 1 | USD 12.09 | USD 10 | SEC filing ↗ |
| 2026-02-13 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 0 | USD 12.16 | USD 5 | SEC filing ↗ |
| 2025-12-22 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 0 | USD 12.24 | USD 3 | SEC filing ↗ |
| 2025-12-03 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 2 | USD 12.20 | USD 24 | SEC filing ↗ |
| 2025-12-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 41 | USD 12.19 | USD 500 | SEC filing ↗ |
| 2025-11-03 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 41 | USD 12.18 | USD 500 | SEC filing ↗ |
| 2025-10-27 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 0 | USD 12.14 | USD 3 | SEC filing ↗ |
| 2025-10-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 42 | USD 12.01 | USD 500 | SEC filing ↗ |
| 2025-09-02 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 43 | USD 11.74 | USD 500 | SEC filing ↗ |
| 2025-08-04 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 9 | USD 11.64 | USD 100 | SEC filing ↗ |
Form 4 evidence
14 transaction lines in the latest 365-day window; 50 in local history.
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.20 | USD 101 | SEC filing ↗ |
| 2026-09-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.15 | USD 101 | SEC filing ↗ |
| 2026-08-03 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.07 | USD 101 | SEC filing ↗ |
Show recent Form 4 evidence (14 grouped rows)
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.20 | USD 101 | SEC filing ↗ |
| 2026-09-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.15 | USD 101 | SEC filing ↗ |
| 2026-08-03 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 13.07 | USD 101 | SEC filing ↗ |
| 2026-07-13 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investo Class Share | 8 | USD 12.96 | USD 100 | SEC filing ↗ |
| 2026-07-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Founder Class Share | 8 | USD 12.95 | USD 101 | SEC filing ↗ |
| 2026-03-23 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 1 | USD 12.09 | USD 10 | SEC filing ↗ |
| 2026-02-13 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 0 | USD 12.16 | USD 5 | SEC filing ↗ |
| 2025-12-23 | Pauker Matthew | Sale (S) | Institutional Investment Strategy - Founder Class Shares | 269 | USD 12.30 | USD 3,310 | SEC filing ↗ |
| 2025-12-23 | Ghodoosi Arash | Sale (S) | Institutional Investment Strategy - Founder Class Shares | 1 | USD 12.30 | USD 10 | SEC filing ↗ |
| 2025-12-22 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 0 | USD 12.24 | USD 3 | SEC filing ↗ |
| 2025-12-03 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 2 | USD 12.20 | USD 24 | SEC filing ↗ |
| 2025-12-01 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 41 | USD 12.19 | USD 500 | SEC filing ↗ |
| 2025-11-03 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy - Founder Class Shares | 41 | USD 12.18 | USD 500 | SEC filing ↗ |
| 2025-10-27 | Ghodoosi Arash | Purchase (P) | Institutional Investment Strategy Fund - Investor Class Shar | 0 | USD 12.14 | USD 3 | SEC filing ↗ |
Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.
Snapshot & identity
| Snapshot date | 2026-10-19 |
|---|---|
| Ranking version | US-v1.2 |
| Data quality | PASS ELIGIBLE · — |
| Ticker | XIVYX |
| CIK | 0001976685 |
| Sector | Closed-End Funds |
| Industry | — Yahoo Finance |
| SEC SIC | Investment company (SEC forms N-2, N-2/A, N-23C3A) |
| Exchange | — |
Data coverage
| Local Form 4 history | 50 transaction lines from 2024-03-05 to 2026-10-01 48 P purchase lines · 2 S sale lines · 0 other lines |
|---|---|
| SEC company submissions | Open SEC filings ↗ |
Local ledger as of 2026-10-19. Mapping status is an audit field and does not erase SEC filing evidence.