Separate the three disclosure sources
Recent institutional filing receipts
iShares Select U.S. REIT ETF: source evidence dated 2026-10-10T12:08:28.848Z.
- Manager
- Advisors Asset Management, Inc.
- Report period
- 2020-06-30
- Available
- 2026-08-28
- Reported shares
- 15
- Value (USD)
- $1,513
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
13F 0001999371-26-018936Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read ICF fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read ICF fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
See the complete recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Advisors Asset Management, Inc. | 2020-06-30 | 2026-08-28 | 15 | $1,513 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 132,061 | $8,931,309 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 16,209 | $998,799 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 16,351 | $975,665 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 16,112 | $997,172 | None |
| Advisors Asset Management, Inc. | 2019-12-31 | 2026-08-26 | 15 | $1,755 | None |
| Advisors Asset Management, Inc. | 2020-03-31 | 2026-08-22 | 15 | $1,374 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 232 | $15,730 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 44,591 | $3,015,669 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 29 | $1,985 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 48,087 | $3,252,144 | None |
| Advisors Asset Management, Inc. | 2019-03-31 | 2026-08-19 | 15 | $1,668 | None |
| Advisors Asset Management, Inc. | 2019-09-30 | 2026-08-19 | 15 | $1,800 | None |
| Advisors Asset Management, Inc. | 2019-06-30 | 2026-08-19 | 15 | $33,318 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 980 | $66,277 | None |
| Glenview Trust Co | 2026-06-30 | 2026-08-19 | 9,318 | $630,176 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 26 | $1,758 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 131,757 | $8,910,722 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 94,676 | $6,402,946 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 298 | $20,148 | None |
| Note Advisors, LLC | 2026-06-30 | 2026-08-15 | 3,079 | $208,233 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 399 | $26,984 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 55,402 | $3,746,837 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 27,859 | $1,884,074 | None |
| Nemes Rush Group LLC | 2026-06-30 | 2026-08-15 | 2 | $135 | None |
| Capital Asset Advisory Services LLC | 2026-06-30 | 2026-08-15 | 8,482 | $573,650 | None |
| American Trust | 2026-06-30 | 2026-08-15 | 5,471 | $370,029 | None |
| White Knight Strategic Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 10,845 | $733,447 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 3,823 | $258,526 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 4,839 | $327,262 | None |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-06-30 | 2026-08-15 | 3,166 | $214,117 | None |
| Sixth Street Partners Management Company, L.P. | 2026-06-30 | 2026-08-15 | 3,166 | $214,117 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 39,825 | $2,693,378 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 26,248 | $1,775,158 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 665,703 | $45,021,445 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 31,444 | $2,126,558 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 850 | $57,486 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 62,055 | $4,196,756 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 7,866 | $532,006 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 8,222 | $556,059 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 564,271 | $38,182,485 | None |
| Prostatis Group LLC | 2026-06-30 | 2026-08-15 | 7,795 | $527,167 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 8,417 | $569,242 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 6,850 | $463,000 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 40,467 | $2,736,783 | None |
| Ancora Advisors LLC | 2026-06-30 | 2026-08-15 | 352 | $23,806 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 7,178 | $485,436 | None |
| CARDIFF PARK ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 3,400 | $229,942 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 322 | $21,777 | None |
| Asset Management Group, Inc. | 2026-06-30 | 2026-08-15 | 85,137 | $5,757,788 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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Bounded public source preview, up to 25 disclosed events.
How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.