BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,983 Value ($000) $697 Avg Close $46.41 Range $40.97 - $52.38
Q3 2025
Shares 14,572 Value ($000) $737 Avg Close $52.02 Range $46.15 - $56.52
Q2 2024
Shares 12,177 Value ($000) $660 Avg Close $47.43 Range $43.63 - $52.13
Q1 2024
Shares 12,049 Value ($000) $592 Avg Close $44.98 Range $39.95 - $50.32
Q4 2022
Shares 8,959 Value ($000) $0 Avg Close $36.99 Range $32.77 - $39.98
Q3 2022
Shares 8,214 Value ($000) $349 Avg Close $38.26 Range $31.66 - $44.00
Q4 2021
Shares 11,810 Value ($000) $278 Avg Close $21.32 Range $19.77 - $22.62
Q3 2021
Shares 8,848 Value ($000) $221 Avg Close $21.66 Range $20.05 - $22.99