Ibex Wealth Advisors H&R Block Inc Transaction History
Ibex Wealth Advisors
- $728 Million
- Q1 2025
A detailed history of Ibex Wealth Advisors transactions in H&R Block Inc stock. As of the latest transaction made, Ibex Wealth Advisors holds 194,888 shares of HRB stock, worth $11.5 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
194,888
Previous 193,608
0.66%
Holding current value
$11.5 Million
Previous $10.2 Million
4.6%
% of portfolio
1.47%
Previous 1.26%
Shares
12 transactions
Others Institutions Holding HRB
# of Institutions
613Shares Held
108MCall Options Held
614KPut Options Held
772K-
Black Rock Inc. New York, NY16.3MShares$959 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.3MShares$838 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.22MShares$307 Million0.05% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.7MShares$277 Million0.96% of portfolio
-
State Street Corp Boston, MA4.59MShares$270 Million0.01% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $9.33B
- 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...