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H&R Block shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $953k 19k 49.11
2023-12-31 $837k 17k 48.37
2023-03-31 $222k 6.3k 35.25
2022-12-31 $204k 5.6k 36.51
2022-09-30 $203k 4.8k 42.63
2018-09-30 $15k 580 25.86

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Vanguard Whitehall Fds High Div Yld (VYM)
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Ishares Tr Core Us Aggbd Et (AGG)
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Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Measured Wealth Private Client Group

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Robeco Investment Management
Wellington Management Company
Hanna Zanoni
Geode Capital Management
Dimensional Fund Advisors
Citadel Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Pacer Advisors
Bank of New York Mellon

View all funds holding H&R Block