GHODOOSI ARASH (President, Principal Executive) purchased 0.0% of their position (0.86 shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $10.00 — a small addition. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 8/5/2025ACC: 0002004397-25-000008
Officer· President, Principal Executive
Since Feb 2026
+0.86
Net shares
Net buyer
$10.00
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
0.86 acquired
Non-Derivative Transactions1
Institutional Investment Strategy Fund - Investor Class Shar
Direct
Shares
+0.86
Price / share
$11.56
Trade value
$10.00
% of position
0.0%
8/1/2025
1.99K→2K
Total
Net shares
+0.86
Net value
$10.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy Fund - Investor Class Shar Direct | 8/1/2025 | P · Purchase | +0.86 | $11.56 | $10.00 | 0.0% | 1.99K | 2K |
| Total | +0.86 | $10.00 | ||||||
Derivative Transactions0
No derivative transactions reported