H&R Block shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in H&R Block
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Quarterly reported holdings in H&R Block by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 104k | 50.57 |
| 2025-06-30 | $11M | 201k | 54.89 |
| 2025-03-31 | $11M | 195k | 54.91 |
| 2024-12-31 | $10M | 194k | 52.84 |
| 2024-06-30 | $10M | 189k | 54.23 |
| 2024-03-31 | $8.6M | 235k | 36.51 |
| 2023-12-31 | $11k | 217 | 48.39 |
| 2023-09-30 | $9.4M | 219k | 43.06 |
| 2023-03-31 | $8.3M | 236k | 35.25 |
| 2022-12-31 | $8.6M | 235k | 36.51 |
| 2022-09-30 | $10M | 241k | 42.54 |
| 2022-06-30 | $8.7M | 246k | 35.32 |
| 2022-03-31 | $6.1M | 234k | 26.04 |
| 2021-12-31 | $4.7M | 199k | 23.56 |