A detailed history of First Trust Advisors LP transactions in H&R Block Inc stock. As of the latest transaction made, First Trust Advisors LP holds 429,134 shares of HRB stock, worth $23.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
429,134
Previous 251,585 70.57%
Holding current value
$23.3 Million
Previous $13.6 Million 99.89%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$52.99 - $66.6 $9.41 Million - $11.8 Million
177,549 Added 70.57%
429,134 $27.3 Million
Q2 2024

Aug 13, 2024

SELL
$46.26 - $54.23 $242,865 - $284,707
-5,250 Reduced 2.04%
251,585 $13.6 Million
Q1 2024

May 13, 2024

SELL
$45.44 - $50.49 $3.75 Million - $4.16 Million
-82,419 Reduced 24.29%
256,835 $12.6 Million
Q4 2023

Feb 13, 2024

BUY
$40.86 - $48.95 $8.45 Million - $10.1 Million
206,783 Added 156.1%
339,254 $16.4 Million
Q3 2023

Nov 13, 2023

SELL
$31.07 - $43.09 $1.24 Million - $1.72 Million
-39,885 Reduced 23.14%
132,471 $5.7 Million
Q2 2023

Aug 14, 2023

BUY
$28.87 - $35.45 $3.61 Million - $4.43 Million
124,959 Added 263.64%
172,356 $5.49 Million
Q1 2023

May 15, 2023

SELL
$33.24 - $39.75 $7.67 Million - $9.17 Million
-230,687 Reduced 82.96%
47,397 $1.67 Million
Q4 2022

Feb 09, 2023

SELL
$36.51 - $43.72 $4.83 Million - $5.78 Million
-132,270 Reduced 32.23%
278,084 $10.2 Million
Q3 2022

Nov 14, 2022

SELL
$36.45 - $48.44 $5.45 Million - $7.24 Million
-149,386 Reduced 26.69%
410,354 $17.5 Million
Q2 2022

Aug 12, 2022

BUY
$23.77 - $36.27 $3.55 Million - $5.41 Million
149,201 Added 36.34%
559,740 $19.8 Million
Q1 2022

May 13, 2022

SELL
$21.44 - $26.64 $26.5 Million - $32.9 Million
-1,234,554 Reduced 75.04%
410,539 $10.7 Million
Q4 2021

Feb 08, 2022

SELL
$22.76 - $25.71 $2.59 Million - $2.92 Million
-113,702 Reduced 6.46%
1,645,093 $38.8 Million
Q3 2021

Nov 15, 2021

BUY
$23.34 - $26.27 $15.7 Million - $17.6 Million
671,072 Added 61.7%
1,758,795 $44 Million
Q2 2021

Aug 16, 2021

BUY
$21.86 - $26.19 $8.18 Million - $9.8 Million
374,218 Added 52.45%
1,087,723 $25.5 Million
Q1 2021

May 14, 2021

BUY
$15.66 - $21.8 $1.48 Million - $2.06 Million
94,468 Added 15.26%
713,505 $15.6 Million
Q4 2020

Feb 02, 2021

BUY
$15.16 - $19.18 $6.89 Million - $8.72 Million
454,567 Added 276.38%
619,037 $9.82 Million
Q3 2020

Nov 05, 2020

SELL
$13.15 - $16.29 $3.75 Million - $4.64 Million
-285,118 Reduced 63.42%
164,470 $2.68 Million
Q2 2020

Jul 22, 2020

BUY
$11.94 - $19.76 $547,460 - $906,015
45,851 Added 11.36%
449,588 $6.42 Million
Q1 2020

May 06, 2020

SELL
$12.38 - $24.97 $750,450 - $1.51 Million
-60,618 Reduced 13.05%
403,737 $5.69 Million
Q4 2019

Feb 03, 2020

SELL
$23.02 - $25.18 $1.02 Million - $1.11 Million
-44,114 Reduced 8.68%
464,355 $10.9 Million
Q3 2019

Nov 04, 2019

BUY
$23.33 - $29.12 $2.21 Million - $2.76 Million
94,650 Added 22.87%
508,469 $12 Million
Q2 2019

Jul 30, 2019

BUY
$24.33 - $29.3 $1.79 Million - $2.16 Million
73,630 Added 21.64%
413,819 $12.1 Million
Q1 2019

May 09, 2019

BUY
$23.53 - $25.91 $69,225 - $76,227
2,942 Added 0.87%
340,189 $8.14 Million
Q4 2018

Feb 07, 2019

SELL
$23.63 - $28.73 $116,803 - $142,012
-4,943 Reduced 1.44%
337,247 $8.56 Million
Q3 2018

Oct 25, 2018

BUY
$23.28 - $27.33 $3.86 Million - $4.53 Million
165,757 Added 93.95%
342,190 $8.81 Million
Q2 2018

Aug 02, 2018

SELL
$22.5 - $29.6 $1.3 Million - $1.71 Million
-57,665 Reduced 24.63%
176,433 $4.02 Million
Q1 2018

Apr 23, 2018

SELL
$24.47 - $28.73 $410,508 - $481,974
-16,776 Reduced 6.69%
234,098 $5.95 Million
Q4 2017

Feb 08, 2018

SELL
$23.86 - $28.99 $531,409 - $645,665
-22,272 Reduced 8.15%
250,874 $6.58 Million
Q3 2017

Oct 24, 2017

BUY
$25.69 - $31.49 $7.02 Million - $8.6 Million
273,146
273,146 $7.23 Million

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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