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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
INSTITUTIONAL INVESTMENT STRATEGY FUND: XIVYX
Price: 12/20/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$10.30 $0.00 $0.00 $0 0 0 0.0% 0.0% 0.00% 0.00%
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
O NEIL BRIAN STEPHEN
DIR
JB*
$50,001
4,748
---
9/10/24
---
$10.53
9,665
96.6
D
---
9/11/24 - 1:59:24 pm
2
    
 
GHODOOSI ARASH
PR,BO
JB*
$208,119
19,708
---
7/16/24
---
$10.56
59,952
49.0
D
---
7/16/24 - 8:31:09 pm
3
    
 
MCELHOE WENWEN
DIR,BO
JB*
$45,837
4,454
---
6/7/24
---
$10.29
182,654
2.5
D
---
6/11/24 - 6:35:02 pm
4
    
 
O NEIL BRIAN STEPHEN
DIR
JB*
$50,000
4,916
---
5/8/24
---
$10.17
4,916
New
D
---
5/9/24 - 3:02:05 pm
5
    
 
PAUKER MATTHEW
FO,BO
JB*
$15
2
---
4/30/24
---
$10.03
146,407
0.0
D
---
5/3/24 - 5:14:08 pm
6
    
 
MCELHOE WENWEN
DIR
JB*
$48,097
4,805
---
4/18/24
---
$10.01
178,199
2.8
D
---
4/22/24 - 12:45:38 pm
7
    
 
PAUKER MATTHEW
FO
JB*
$167,337
16,406
4/1/24
4/8/24
---
$10.17
146,406
12.6
D
---
4/15/24 - 1:05:06 pm
8
    
 
MCELHOE WENWEN
DIR
JB*
$559,800
54,829
---
3/27/24
---
$10.21
113,008
94.2
I
---
3/29/24 - 12:52:48 pm
9
    
 
MCELHOE WENWEN
DIR
JB*
$338,765
33,180
---
3/27/24
---
$10.21
58,180
132.7
D
---
3/29/24 - 12:52:48 pm
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