Bright Financial Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Bright Financial Advisors, Inc.

$212 Billion
Q4 2025

A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 11,814 shares of MTUM stock, worth $2.91 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

11,814

Previous 12,501 5.5%

Holding current value

$2.91 Million

Previous $3.21 Billion 7.75%

% of portfolio

1.4%

Previous 1.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$245.79 - $258.02 $168,857 - $177,259	-687 Reduced 5.5%	11,814 $2.96 Billion
Q3 2025 Nov 10, 2025	SELL	$236.25 - $257.69 $49,848 - $54,372	-211 Reduced 1.66%	12,501 $3.21 Billion
Q2 2025 Jul 16, 2025	SELL	$180.84 - $240.32 $3,074 - $4,085	-17 Reduced 0.13%	12,712 $3.06 Billion
Q1 2025 May 13, 2025	SELL	$196.12 - $229.48 $19,023 - $22,259	-97 Reduced 0.76%	12,729 $2.57 Billion
Q4 2024 Jan 28, 2025	SELL	$201.32 - $217.44 $115,960 - $125,245	-576 Reduced 4.3%	12,826 $2.65 Billion

Q3 2024 Oct 10, 2024	SELL	$175.46 - $203.3 $132,823 - $153,898	-757 Reduced 5.35%	13,402 $2.72 Billion
Q2 2024 Aug 12, 2024	BUY	$173.58 - $198.8 $2.46 Million - $2.81 Million	14,159 New	14,159 $2.76 Billion

Others Institutions Holding MTUM

# of Institutions

1,123

Shares Held

66.9M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.

Account

Bright Financial Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History