| 8/15/2025 | Blue Edge Capital LLC | 25,154 | $584K | 0.1% | -12.2% | 0.049% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,649,800 | $38.31M | 0.0% | -4.1% | 3.235% | |
| 8/14/2025 | NewEdge Advisors LLC | 87,097 | $2.02M | 0.0% | +1.7% | 0.171% | |
| 8/13/2025 | Flow Traders U.S. LLC | 31,674 | $736K | 0.0% | N/A | 0.062% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 37,882 | $880K | 0.0% | +11.9% | 0.074% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 3,711 | $86K | 0.0% | N/A | 0.007% | |
| 8/13/2025 | Fisher Asset Management LLC | 1,018,357 | $23.66M | 0.0% | +3.2% | 1.997% | |
| 8/12/2025 | JPMorgan Chase & Co. | 3,879,448 | $90.12M | 0.0% | +5.7% | 7.607% | |
| 8/6/2025 | First Horizon Advisors Inc. | 23,384 | $543K | 0.0% | +112.2% | 0.046% | |
| 8/5/2025 | Bank of New York Mellon Corp | 295,410 | $6.86M | 0.0% | -1.0% | 0.579% | |
Get the Latest News and Ratings for SUSC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares ESG Aware USD Corporate Bond ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 9,246 | $215K | 0.0% | -13.3% | 0.018% | |
| 8/1/2025 | Rossby Financial LCC | 122,917 | $2.86M | 1.1% | -10.3% | 0.241% | |
| 7/30/2025 | Strategic Blueprint LLC | 11,147 | $259K | 0.0% | -24.7% | 0.022% | |
| 7/23/2025 | Venturi Wealth Management LLC | 23,943 | $556K | 0.0% | -3.5% | 0.047% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 150,984 | $3.51M | 0.0% | +58.8% | 0.298% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 3,345 | $78K | 0.0% | -60.5% | 0.007% | |
| 7/11/2025 | Farther Finance Advisors LLC | 38,687 | $899K | 0.0% | +2.4% | 0.077% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 156,401 | $3.63M | 0.6% | +1.2% | 0.310% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,028 | $93K | 0.0% | -58.8% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 85,625 | $1.98M | 0.0% | -18.5% | 0.176% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 29,372 | $677K | 0.0% | +1.6% | 0.060% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,719,711 | $39.66M | 0.0% | +1.7% | 3.535% | |
| 5/13/2025 | Blue Edge Capital LLC | 28,633 | $660K | 0.1% | -4.5% | 0.059% | |
| 5/13/2025 | Gen Wealth Partners Inc | 1,305 | $30K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,436 | $79K | 0.0% | -60.5% | 0.007% | |
| 5/2/2025 | Whittier Trust Co. | 9,240 | $213K | 0.0% | +68.0% | 0.019% | |
| 5/2/2025 | Invera Wealth Advisors LLC | 232,333 | $5.36M | 6.3% | +2.5% | 0.478% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 6,223 | $144K | 0.0% | N/A | 0.013% | |
| 4/29/2025 | Bank of New York Mellon Corp | 298,432 | $6.88M | 0.0% | -6.1% | 0.613% | |
| 4/29/2025 | Strategic Blueprint LLC | 14,794 | $341K | 0.0% | -7.8% | 0.030% | |
| 4/28/2025 | First Horizon Advisors Inc. | 11,021 | $254K | 0.0% | -4.8% | 0.023% | |
| 4/28/2025 | Rossby Financial LCC | 137,103 | $3.14M | 1.3% | +11.8% | 0.282% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 154,604 | $3.57M | 0.6% | +2.2% | 0.317% | |
| 4/23/2025 | Golden State Wealth Management LLC | 19,192 | $443K | 0.0% | +7.9% | 0.039% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 219,148 | $5.05M | 0.0% | -8.4% | 0.450% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 95,074 | $2.19M | 0.0% | -6.3% | 0.194% | |
| 4/14/2025 | Farther Finance Advisors LLC | 37,797 | $870K | 0.0% | +43.0% | 0.077% | |
| 2/24/2025 | Ameriflex Group Inc. | 2,602 | $59K | 0.0% | N/A | 0.005% | |
| 2/18/2025 | Continuum Advisory LLC | 25,747 | $585K | 0.1% | +5.8% | 0.053% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,690,905 | $38.42M | 0.0% | -3.7% | 3.486% | |
The stealth altcoin the financial world is underestimating (Ad) This DeFi project could soar next
When altcoin season fully kicks in—which the data suggests is happening RIGHT NOW—this project is poised to see massive moves....
The smart money is already positioning. Discover the protocol that's quietly replacing traditional finance. |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,657 | $38K | 0.0% | N/A | 0.003% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 28,917 | $657K | 0.0% | -53.2% | 0.060% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 121,204 | $2.75M | 0.0% | -3.7% | 0.250% | |
| 2/13/2025 | Rossby Financial LCC | 122,603 | $2.79M | 1.7% | N/A | 0.253% | |
| 2/13/2025 | Blue Edge Capital LLC | 29,969 | $681K | 0.1% | +19.7% | 0.062% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,424,679 | $77.81M | 0.0% | +8.5% | 7.061% | |
| 2/12/2025 | Wells Financial Advisors INC | 22,345 | $508K | 0.7% | +8.8% | 0.046% | |
| 2/11/2025 | Whittier Trust Co. | 5,500 | $125K | 0.0% | -73.6% | 0.011% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 10,855 | $247K | 0.0% | +8.0% | 0.022% | |
| 2/10/2025 | Farther Finance Advisors LLC | 26,424 | $600K | 0.0% | +3.4% | 0.054% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 34,282 | $779K | 0.0% | +4.8% | 0.071% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,782 | $222K | 0.0% | +6.8% | 0.020% | |
| 2/5/2025 | Fisher Asset Management LLC | 885,516 | $20.12M | 0.0% | +6.0% | 1.826% | |
| 2/4/2025 | Bank of New York Mellon Corp | 317,885 | $7.22M | 0.0% | -3.2% | 0.655% | |
| 2/3/2025 | First Horizon Advisors Inc. | 11,575 | $263K | 0.0% | -6.1% | 0.024% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 226,628 | $5.15M | 5.1% | +4.3% | 0.468% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 6,796 | $154K | 0.1% | +51.1% | 0.014% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 151,337 | $3.44M | 0.6% | +27.1% | 0.309% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 101,485 | $2.31M | 0.0% | -8.8% | 0.207% | |
| 1/17/2025 | Finley Financial LLC | 10,850 | $246K | 0.1% | N/A | 0.022% | |
| 1/16/2025 | UMB Bank n.a. | 25,729 | $585K | 0.0% | -40.3% | 0.052% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 8,478 | $193K | 0.0% | N/A | 0.017% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,155,431 | $75.07M | 0.0% | +10.6% | 6.330% | |
| 11/15/2024 | Continuum Advisory LLC | 24,343 | $558K | 0.1% | -3.1% | 0.049% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 61,724 | $1.47M | 0.0% | +13.6% | 0.124% | |
| 11/14/2024 | Captrust Financial Advisors | 12,469 | $297K | 0.0% | N/A | 0.025% | |
| 11/13/2024 | Fisher Asset Management LLC | 835,668 | $19.88M | 0.0% | -19.7% | 1.676% | |
| 11/8/2024 | First Horizon Advisors Inc. | 12,325 | $293K | 0.0% | +12.2% | 0.025% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 111,231 | $2.65M | 0.0% | +0.6% | 0.224% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 32,528 | $754K | 0.0% | N/A | 0.067% | |
| 8/7/2024 | Invera Wealth Advisors LLC | 213,681 | $4.92M | 5.0% | +8.6% | 0.440% | |
| 7/31/2024 | Farther Finance Advisors LLC | 25,644 | $577K | 0.0% | +12.5% | 0.053% | |
| 7/27/2024 | Strategic Blueprint LLC | 15,803 | $359K | 0.0% | +6.1% | 0.033% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 218,223 | $4.96M | 0.0% | +24.3% | 0.450% | |
| 7/26/2024 | Bank of New York Mellon Corp | 343,328 | $7.80M | 0.0% | -3.0% | 0.710% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 3,229 | $73K | 0.0% | +57.8% | 0.007% | |
| 7/16/2024 | ORG Partners LLC | 2,358 | $53K | 0.0% | N/A | 0.005% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 13,634 | $310K | 0.0% | +4.3% | 0.028% | |
| 5/17/2024 | Comerica Bank | 10,410 | $239K | 0.0% | +31.1% | 0.022% | |
| 5/14/2024 | Payden & Rygel Investment Group | 30,697 | $706K | 0.0% | N/A | 0.064% | |
| 5/13/2024 | Rockport Wealth LLC | 10,127 | $233K | 0.1% | N/A | 0.021% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 105,057 | $2.42M | 0.0% | +41.5% | 0.219% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 98,730 | $2.27M | 0.5% | +6.5% | 0.207% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 175,496 | $4.04M | 0.0% | +12.6% | 0.367% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 4,293 | $99K | 0.0% | +57.1% | 0.009% | |
| 4/23/2024 | Sugarloaf Wealth Management LLC | 9,104 | $209K | 0.0% | +39.5% | 0.019% | |
| 4/23/2024 | Strategic Blueprint LLC | 14,889 | $342K | 0.0% | +5.9% | 0.031% | |
| 4/22/2024 | Invera Wealth Advisors LLC | 196,745 | $4.39M | 3.7% | -4.2% | 0.412% | |
| 3/5/2024 | Fisher Asset Management LLC | 833,367 | $19.39M | 0.0% | +2.2% | 1.862% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 155,854 | $3.63M | 0.0% | +10.0% | 0.348% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
| 2/8/2024 | Janney Montgomery Scott LLC | 74,255 | $1.73M | 0.0% | +42.4% | 0.166% | |
| 2/6/2024 | Fisher Asset Management LLC | 833,367 | $19.39M | 0.0% | +2.2% | 1.862% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 9,652 | $225K | 0.0% | N/A | 0.022% | |
| 1/29/2024 | ORG Partners LLC | 2,346 | $55K | 0.0% | +39.6% | 0.005% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 4,317 | $100K | 0.0% | N/A | 0.010% | |
| 1/25/2024 | Strategic Blueprint LLC | 14,063 | $327K | 0.0% | +6.3% | 0.031% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 8,846 | $206K | 0.0% | +6.8% | 0.018% | |
| 1/2/2024 | IMPACTfolio LLC | 322,400 | $7.50M | 4.9% | -1.8% | 0.641% | |
| 11/15/2023 | Baker Avenue Asset Management LP | 13,000 | $283K | 0.0% | +55.2% | 0.026% | |
| 11/15/2023 | Ameriprise Financial Inc. | 10,157,754 | $221.02M | 0.1% | +58.0% | 20.194% | |
MarketBeat All Access