1620 Investment Advisors »

H&R Block shares owned by 1620 Investment Advisors

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by 1620 Investment Advisors from 13F filings

Historical chart of 1620 Investment Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by 1620 Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in H&R Block by 1620 Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $457k 8.4k 54.23
2024-03-31 $414k 8.4k 49.11
2023-12-31 $470k 9.7k 48.37
2023-06-30 $326k 10k 31.87
2022-12-31 $372k 10k 36.51
2022-09-30 $434k 10k 42.50
2022-06-30 $398k 11k 35.33
2022-03-31 $244k 10k 23.60
2021-12-31 $244k 10k 23.60

More positions owned by 1620 Investment Advisors

SPDR Portfolio Intrmdt Term Corp Bd ETF Etf (SPIB)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
SPDR MSCI EAFE StrategicFactors ETF Etf (QEFA)
SPDR Ptf Short-Term Treasury ETF Etf (SPTS)
Tri Continental Corporation Etf (TY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
iShares Short Term Ntnl Muni Bond ETF Etf (SUB)
TJX Companies (TJX)
Apple (AAPL)
iShares Short-Term Corporate Bond ETF Etf (IGSB)
Freedom 100 Emerging Markets ETF Etf (FRDM)
Schwab U.S. TIPS ETF Etf (SCHP)
Eaton (ETN)
SPDR Doubleline Total Return Tactical ETF Etf (TOTL)

View all positions for 1620 Investment Advisors

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Hanna Zanoni
Wellington Management Company
Robeco Investment Management
Geode Capital Management
Dimensional Fund Advisors
Lazard Asset Management
AQR Capital Management
Northern Trust
Pacer Advisors
Bank of New York Mellon

View all funds holding H&R Block