Bartlett & Co. Wealth Management LLC H&R Block Inc Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in H&R Block Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 10,000 shares of HRB stock, worth $507,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$507,200
Previous $553 Million
99.91%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HRB
# of Institutions
627Shares Held
109MCall Options Held
266KPut Options Held
333K-
Black Rock Inc. New York, NY16.3MShares$827 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA13.8MShares$702 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.43MShares$225 Million0.9% of portfolio
-
State Street Corp Boston, MA4.22MShares$214 Million0.01% of portfolio
-
Boston Partners Boston, MA3.23MShares$164 Million0.21% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.05B
- Description
- H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...