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H&R Block shares owned by LBMC Investment Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 5.0k 49.11
2023-12-31 $242k 5.0k 48.37
2023-09-30 $207k 5.0k 41.40
2022-09-30 $213k 5.0k 42.60

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
iShares MSCI EAFE Index Fund (EFA)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
iShares Cohen & Steers Realty Maj. (ICF)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)
Vanguard High Dividend Yield ETF (VYM)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Scottsdale Fds vng rus2000idx (VTWO)
iShares S&P 500 Growth Index (IVW)

View all positions for LBMC Investment Advisors

Top funds holding H&R Block

Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Wellington Management Company
Robeco Investment Management
Dimensional Fund Advisors
AQR Capital Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Norges Bank Investment Management
LSV Asset Management
Pacer Advisors
D. E. Shaw & Co
Citadel Advisors
NewEdge Wealth

View all funds holding H&R Block