Ifp Advisors, Inc H&R Block Inc Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in H&R Block Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,279 shares of HRB stock, worth $233,701. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,279

Previous 7,436 29.01%

Holding current value

$233,701

Previous $408,000 34.8%

% of portfolio

0.01%

Previous 0.01%

40 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$49.28 - $56.76 $106,296 - $122,431	-2,157 Reduced 29.01%	5,279 $266,000
Q2 2025 Jul 24, 2025	SELL	$54.32 - $63.04 $33,026 - $38,328	-608 Reduced 7.56%	7,436 $408,000
Q1 2025 May 05, 2025	SELL	$49.96 - $55.97 $81,234 - $91,007	-1,626 Reduced 16.81%	8,044 $441,000
Q4 2024 Feb 04, 2025	BUY	$52.14 - $63.36 $6,204 - $7,539	119 Added 1.25%	9,670 $510,000
Q3 2024 Feb 04, 2025	BUY	$52.99 - $66.6 $309,779 - $389,343	5,846 Added 157.79%	9,551 $606,000

Q2 2024 Jul 30, 2024	BUY	$46.26 - $54.23 $122,172 - $143,221	2,641 Added 248.21%	3,705 $200,000
Q1 2024 Jul 30, 2024	SELL	$45.44 - $50.49 $22,674 - $25,194	-499 Reduced 31.93%	1,064 $52,000
Q4 2023 Jan 09, 2024	BUY	$40.86 - $48.95 $35,057 - $41,999	858 Added 121.7%	1,563 $75,000
Q3 2023 Oct 12, 2023	SELL	$31.07 - $43.09 $28,988 - $40,202	-933 Reduced 56.96%	705 $30,000
Q2 2023 Aug 04, 2023	SELL	$28.87 - $35.45 $1,472 - $1,807	-51 Reduced 3.02%	1,638 $52,000
Q1 2023 Apr 18, 2023	SELL	$33.24 - $39.75 $141,502 - $169,215	-4,257 Reduced 71.59%	1,689 $59,000
Q4 2022 Feb 07, 2023	SELL	$36.51 - $43.72 $5,476 - $6,558	-150 Reduced 2.46%	5,946 $180,000
Q3 2022 Nov 08, 2022	BUY	$36.45 - $48.44 $111,318 - $147,935	3,054 Added 100.39%	6,096 $197,000
Q2 2022 Sep 06, 2022	BUY	$23.77 - $36.27 $72,308 - $110,333	3,042 New	3,042 $89,000
Q2 2022 Aug 12, 2022	SELL	$23.77 - $36.27 $72,308 - $110,333	-3,042 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$21.44 - $26.64 $42,901 - $53,306	2,001 Added 192.22%	3,042 $79,000
Q1 2022 Aug 08, 2022	SELL	$21.44 - $26.64 $131,663 - $163,596	-6,141 Reduced 85.51%	1,041 $27,000
Q4 2021 Jan 12, 2022	SELL	$22.76 - $25.71 $9,308 - $10,515	-409 Reduced 5.39%	7,182 $166,000
Q3 2021 Oct 06, 2021	SELL	$23.34 - $26.27 $3,430 - $3,861	-147 Reduced 1.9%	7,591 $188,000
Q2 2021 Jul 13, 2021	SELL	$21.86 - $26.19 $55,043 - $65,946	-2,518 Reduced 24.55%	7,738 $178,000
Q1 2021 Apr 30, 2021	BUY	$15.66 - $21.8 $110,136 - $153,319	7,033 Added 218.21%	10,256 $226,000
Q4 2020 Jan 25, 2021	SELL	$15.16 - $19.18 $25,195 - $31,877	-1,662 Reduced 34.02%	3,223 $51,000
Q3 2020 Oct 29, 2020	SELL	$13.15 - $16.29 $107,790 - $133,529	-8,197 Reduced 62.66%	4,885 $81,000
Q2 2020 Aug 05, 2020	SELL	$11.94 - $19.76 $45,658 - $75,562	-3,824 Reduced 22.62%	13,082 $183,000
Q1 2020 May 12, 2020	SELL	$12.38 - $24.97 $85,756 - $172,967	-6,927 Reduced 29.06%	16,906 $270,000
Q4 2019 Jan 17, 2020	BUY	$23.02 - $25.18 $331,142 - $362,214	14,385 Added 152.25%	23,833 $558,000
Q3 2019 Nov 07, 2019	BUY	$23.33 - $29.12 $141,099 - $176,117	6,048 Added 177.88%	9,448 $222,000
Q1 2019 May 15, 2019	SELL	$23.53 - $25.91 $165,086 - $181,784	-7,016 Reduced 67.36%	3,400 $82,000
Q4 2018 Jan 23, 2019	SELL	$23.63 - $28.73 $15,501 - $18,846	-656 Reduced 5.92%	10,416 $264,000
Q3 2018 Oct 25, 2018	SELL	$23.28 - $27.33 $10,825 - $12,708	-465 Reduced 4.03%	11,072 $0
Q2 2018 Aug 07, 2018	SELL	$22.5 - $29.6 $3,150 - $4,144	-140 Reduced 1.2%	11,537 $0
Q1 2018 Jun 03, 2019	BUY	$24.47 - $28.73 $4,624 - $5,429	189 Added 1.65%	11,677 $306,000
Q1 2018 May 09, 2018	SELL	$24.47 - $28.73 $4,624 - $5,429	-189 Reduced 1.62%	11,488 $0
Q4 2017 Jan 24, 2018	SELL	$23.86 - $28.99 $131,230 - $159,445	-5,500 Reduced 32.02%	11,677 $0
Q3 2017 Oct 30, 2017	SELL	$25.69 - $31.49 $4,290 - $5,258	-167 Reduced 0.96%	17,177 $455,000
Q2 2017 Jun 03, 2019	SELL	N/A	-1,270 Reduced 6.82%	17,344 $536,000
Q1 2017 Jun 03, 2019	SELL	N/A	-1,776 Reduced 8.71%	18,614 $433,000
Q4 2016 Jun 03, 2019	BUY	N/A	12,322 Added 152.73%	20,390 $469,000
Q2 2016 Jun 03, 2019	BUY	N/A	4,668 Added 137.29%	8,068 $186,000
Q1 2016 Jun 03, 2019	BUY	N/A	3,400	3,400 $82,000

Others Institutions Holding HRB

# of Institutions

622

Shares Held

105M

Call Options Held

217K

Put Options Held

240K

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $7.02B
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...

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