A detailed history of Iht Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,586 shares of HRB stock, worth $303,263. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,586
Previous 5,298 5.44%
Holding current value
$303,263
Previous $287,000 23.34%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$52.99 - $66.6 $15,261 - $19,180
288 Added 5.44%
5,586 $354,000
Q2 2024

Aug 14, 2024

BUY
$46.26 - $54.23 $416 - $488
9 Added 0.17%
5,298 $287,000
Q1 2024

May 15, 2024

SELL
$45.44 - $50.49 $9,224 - $10,249
-203 Reduced 3.7%
5,289 $259,000
Q4 2023

Feb 14, 2024

BUY
$40.86 - $48.95 $224,403 - $268,833
5,492 New
5,492 $265,000

Others Institutions Holding HRB

About H&R BLOCK INC


  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $8.61B
  • 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...
More about HRB
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